Jonathan Lopez is a registered investment advisor at Public Advisors LLC, based in Missouri City, TX, with 4 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 1,429 clients with $8.8M 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 $25K | 0.29% |
| $25K - $100K | 0.24% |
| $100K - $1.0M | 0.19% |
| $1.0M - $5.0M | 0.14% |
| $5M+ | 0.09% |
Schedule applies to Treasury Accounts. DI Accounts have a 0.19% annual fee. GA Accounts have a 0.49% annual fee. Fees are subject to change and may be negotiated or waived at Public Advisors' discretion.
Fee Estimator
Location
Missouri City, TX
Get directionsHistory
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
Public Advisors LLC
Open to the Public Investing, INC.Broker
Open to the Public Investing, INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations53 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.