Jonathan Wierman is a registered investment advisor at Eqv Advisory, LLC, based in Raleigh, NC, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $110M 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% |
Annual fee of up to 1% based on assets under management, billed monthly in arrears. Fees may be negotiable.
Fee Estimator
Location
400 West North St., Suite 112, Raleigh, NC, 27603
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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 →Employment History
Current Registrations
Eqv Advisory, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Wells Fargo Securities, LLCBroker
State Registrations1 state
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
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