Johnathan Roberts is a CFP-designated registered investment advisor at True Wealth Design, LLC, based in Akron, OH, with 5 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 366 clients with $490M 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 | 1.60% |
Annual fees range from 0.25% up to 1.60% depending on asset size, complexity, and scope of services. Minimum annual fee of $1,800 for investment advisory services and $5,000 for wealth management services apply.
Fee Estimator
Location
700 Ghent Road, Suite 100, Akron, OH, 44333
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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
True Wealth Design, LLC
Previous Registrations
Auxin Group Wealth Management, LLC
Edward Jones
Edward JonesBroker
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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