Jonathon Defeo
Jonathon Defeo is a CFP-designated registered investment advisor at Elite Income Advisors, INC., based in Ellicott City, MD, with 8 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 581 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.80% |
| $2M+ | 1.70% |
An added 0.15% may be applied to the management fee for certain model providers who specialize in more aggressive trading strategies. All accounts will also be assessed a $50 annual administrative and technology fee.
Fee Estimator
Location
6011 University Boulevard, Suite # 350, Ellicott City, MD, 21043
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathon is involved with Retirement Planning Services, Inc. in insurance sales and service, which is not investment-related and takes about a quarter of his time.
Employment History
Current Registrations
Elite Income Advisors, INC.
Previous Registrations
Red Oak Financial Group
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.