Jonathan Kassouf is a PFS-designated registered investment advisor at Kassouf Wealth Advisors, LLC, based in Birmingham, AL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 237 clients with $470M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable and may be waived in certain circumstances. Accounts using Savant Wealth Management generally have a $2,000 minimum annual fee.
Fee Estimator
Location
2101 Highland Avenue South, Suite 650, Birmingham, AL, 35205-4022
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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 is a director at Kassouf & Co., P.C., a public accounting firm, since 2008. This activity takes nearly full-time hours and is not investment-related.
Employment History
Current Registrations
Kassouf Wealth Advisors, LLC
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
More Advisors
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- Michelle Pike, CFPKassouf Wealth Advisors, LLC
- Caroline Gayle, CFPKassouf Wealth Advisors, LLC
- Patrick Long, CFPCommonwealth Financial Network