Jonathan Richmond
Jonathan Richmond is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 4 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,190 clients with $2B 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 | 1.50% |
Fees generally range from 0.20% to 1.50% annually depending on account size, complexity, and other factors. There is a minimum quarterly fee of $750 ($3,000 per year).
Fee Estimator
Location
611 Druid Road East, Suite 105, Clearwater, FL, 33756
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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 Activities
Jonathan is a retirement plan advisor for Provise Management Group, LLC, providing investment advisory services. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Provise Management Group, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Tfb Advisors, LLC
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
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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