JL
JL
Jonathan Landi
2 Years of Experience
Charlotte, NC
5 DisclosuresBroker
Jonathan Landi is a registered investment advisor at Truist Advisory Services, INC., based in Charlotte, NC, with 2 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 Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
214 N Tryon St, Fl 33, Charlotte, NC, 28202
Get directionsHistory
Regulatory History (5)
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Financial
September 2022Final
Financial
March 2022Final
Financial
January 2022Final
Financial
October 2021Final
Financial
February 2017Final
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2024 - Present · 2 yrs 2 mos
Truist Investment Services, INC.
August 2024 - Present · 2 yrs 2 mos
Truist Investment Services, INC.Broker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - May 2023 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2023 - May 2023 · 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2022 - December 2022 · 1 mo
Vanguard Marketing CorporationBroker
June 2022 - September 2022 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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