JW
JW
Jonathan Whitcraft
45 Years of Experience
Mountain View, CA
7 Disclosures
Jonathan Whitcraft is a registered investment advisor at Whitcraft Capital Management, based in Mountain View, CA, with 45 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$375K average
Assets Under Management
$3.0M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.13% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
Mountain View, CA
Get directionsHistory
Regulatory History (7)
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Regulatory
June 2006Final
Regulatory
September 1998Final
Customer Dispute
August 1997Settled
Customer Dispute
September 1994Award / Judgment
Regulatory
September 1991Final
Customer Dispute
November 1986Settled
Investigation
Employment History
Current Registrations
Whitcraft Capital Management
July 1997 - Present · 28 yrs 10 mos
Previous Registrations
Smith Barney INC.Broker
July 1989 - July 1997 · 8 yrs
Painewebber IncorporatedBroker
December 1980 - June 1989 · 8 yrs 6 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.