Jonathan Henrich is a registered investment advisor at Mozella Asset Management, based in St. Petersburg, FL, with 2 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.75% |
Fees are negotiable for accounts over $8,000,000.
Fee Estimator
Location
5922 9th Ave N, 2nd Fl, St. Petersburg, FL, 33710
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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 →Employment History
Current Registrations
Mozella Asset Management
Previous Registrations
Paulson Investment Company LLCBroker
Paulson Investment Company, LLC
State Registrations1 state
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