Jonathan Hartley is a CFA-designated registered investment advisor at Gc Wealth Management RIA, LLC, based in Cambridge, MA, with 5 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 144 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GC Wealth's fees are based on a percentage of the assets they manage, charged annually and billed quarterly. The annual fee is less than 1.5% of the assets under management. The firm may adjust or waive the minimum annual advisory fee and impose an initial set-up fee. Clients may also invest in private equity, venture capital, credit, hedge, or real estate funds or other pooled investment vehicles, which involves payment of two or more levels of investment management fees.
Location
20 University Road, 4th Floor, Cambridge, MA, 02138-5815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gc Wealth Management RIA, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
State Registrations2 states
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