Jonathan Leuchs
Jonathan Leuchs is a registered investment advisor at William Joseph Capital Management, INC., based in East Greenwich, RI, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,879 clients with $690M 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 | 1.35% |
Fees are negotiable based on account size, relationship, and services provided. Generally, fees range between 0.60% and 1.35% annually, billed quarterly.
Fee Estimator
Location
East Greenwich, RI
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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 ActivitiesSells Insurance
Jonathan works as a business consultant for Won Strategy, dedicating about 10-20% of his time. He also sells non-variable insurance products, including fixed life and fixed annuities, which takes another 10-20% of his time.
Employment History
Current Registrations
William Joseph Capital Management, INC.
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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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