Jonathan O'reilly
Jonathan O'reilly is a registered investment advisor at Limehouse Wealth Management LLC, based in Phoenix, AZ, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Charles Schwab's investment platform fees are separate, ranging from 0.30% to 0.80%. If using a sub-advisor, the fee is 2.00% (includes sub-advisor's fee, max 0.70%). All accounts have a $50 annual administrative/tech fee. Fees are negotiable.
Fee Estimator
Location
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
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 →Other Business ActivitiesSells Insurance
Jonathan works as an insurance agent since 2020, selling various insurance products. This takes about a quarter of his time and occurs during trading hours.
Employment History
Current Registrations
Limehouse Wealth Management LLC
Foundations Investment Advisors 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.