Jonathan Wilson
Jonathan Wilson is a CFP-designated registered investment advisor at Milestone Investment Advisors, LLC, based in Middleton, WI, with 7 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 414 clients with $880M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Non-discretionary assets are billed at a reduced rate of 0.20% per annum. Fees may vary from client to client due to historical schedule changes or negotiations.
Fee Estimator
Location
6702 Stonefield Road, Suite 201, Middleton, WI, 53562
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
Jonathan is an independent insurance agent in Middleton, WI, selling insurance since 2018. He dedicates minimal time to this activity.
Employment History
Current Registrations
Milestone Investment Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Edward Jones
Edward JonesBroker
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.
Exams
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