Jonathon Oden is a registered investment advisor at Aesop Advisor, LLC, based in Denton, TX, with 6 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $95K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For client accounts below $5,000, Aesop charges a flat annual fee of $50.00, billed quarterly at $12.50 every three months. Fees can be negotiable based on the type of client, the complexity of the client's situation, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
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Location
Denton, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aesop Advisor, LLC
State Registrations1 state
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