Jonathan Warner is a registered investment advisor at Continuum Advisory, LLC, based in Meridian, ID, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,461 clients with $1.9B 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 | 2.95% |
Total management fee is structured in tiers up to 2.95% annually and is fully negotiable based on portfolio size, composition, and services provided.
Fee Estimator
Location
3723 N Locust Grove Rd. #100, Meridian, ID, 83646
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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 CPA and member/owner of Isler Group LLC, dedicating full-time hours to this role. He is also an Investment Advisor Representative (IAR) with Wealth Management Associates, but spends no time on this activity.
Employment History
Current Registrations
Continuum Advisory, LLC
Previous Registrations
Ig Advisory, 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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