Jonathan Binns is a registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 6 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 386 clients with $660M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered at a negotiable hourly rate up to $500/hour or a fixed fee up to $20,000 per quarter, depending on the scope and complexity of the services.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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