Jonathan Willis
Jonathan Willis is a registered investment advisor at Beacon Global Advisor Network, LLC, based in Atlanta, GA, with 3 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 914 clients with $400M 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 $5.0M | 2.75% |
| $5M+ | 1.00% |
Fees are negotiable based upon AUM tier level at our sole discretion. Advisor Directed managed accounts do not pay a custodian asset-based fee. Instead, the client pays custodian transaction charges in accordance with the custodian’s transaction fee schedule for each transaction. The maximum platform fee charged will be fifteen (15) basis points per annum.
Fee Estimator
Location
One Glenlake Parkway, Suite 650, Atlanta, GA, 30328
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 is involved with Hoxton Capital Management FZE, providing investment support and advisory services, dedicating about half of his time. He also provides independent financial planning and retirement services to UK clients, which is a full-time commitment. Jonathan also sells term, whole life, critical illness and income protection insurance.
Employment History
Current Registrations
Beacon Global Advisor Network, LLC
Previous Registrations
Hoxton Capital Management
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.