Jonathan Voitle
Jonathan Voitle is a registered investment advisor at Stonewater Wealth Management, INC., based in Kingsland, TX, with 2 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 445 clients with $46M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending on client needs and the complexity of the situation.
Fee Estimator
Location
Kingsland, TX
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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 works as a seasonal duck hunting guide for 2W Outftter since 2016. This non-investment related activity requires minimal time commitment.
Employment History
Current Registrations
Stonewater Wealth Management, INC.
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.