Jonathan Ritter is a CFP-designated registered investment advisor at Keyvantage Wealth Advisors, based in Bethlehem, PA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 146 clients with $300M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fee Estimator
Location
95 Highland Avenue, Suite 310, Bethlehem, PA, 18017
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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 →Other Business Activities
Jonathan works as a Senior Financial Planning Specialist at KeyVantage Services, LLC, providing tax preparation and services. This takes about 35-50 hours per month during trading hours.
Employment History
Current Registrations
Keyvantage Wealth Advisors
Previous Registrations
Valley National Advisers INC
Valley National Investments, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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