Jonathan Binns is a registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 6 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 375 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rose Capital Advisors offers investment management through a wrap fee program and private funds, with specific fee schedules detailed in separate program brochures. For private pooled investment vehicles managed by the firm, investors pay an annual management fee of 0.50% on committed capital and subsequently on invested capital for five years, along with potential performance-based incentive fees if returns exceed an established benchmark or hurdle rate.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
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 Activities
Jonathan is an Investment Associate at Rose Capital Advisors, LLC, an investment advisory business, since 2019 and an IAR since 6/2020, dedicating nearly full-time hours to this role. He is also a Registered Representative with Saxony Securities, Inc. since 11/2019.
Employment History
Current Registrations
Rose Capital Advisors, LLC
Saxony Securities, INC.Broker
State Registrations22 states
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
More Advisors
- Jamel Gordon, CFPRose Capital Advisors, LLC
- Michael Rose, CFPRose Capital Advisors, LLC
- Mitchell RomanoRose Capital Advisors, LLC
- Christopher Cercy, CFPFierce Financial Group LLC
- Peter Wolk, ChFCOnedigital
- Benjamin Hein, CFA, CFPOac Capital Advisors LLC