Jonathan Brookes is a registered investment advisor at Hoxton Wealth, based in Bournemouth, with 5 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 1,378 clients with $800M 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 | 1.75% |
Ongoing advisory fee is up to 1.75% for asset management accounts and up to 1.50% for UK pension accounts. Passive portfolios include an additional 0.10% to 0.25% portfolio management fee. Fees are negotiable.
Fee Estimator
Location
Bournemouth
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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 is a majority owner-director at Station Management Services, LTD, spending minimal time on executive oversight. He also dedicates a few hours per week to advisory services at both Station International, LTD and Medstar Insurance Brokers, LLC, and about 10-20% of his time as a partner at Hoxton Capital Management, FZE.
Employment History
Current Registrations
Hoxton Wealth USA 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
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