Johnathon Ho-On is a registered investment advisor at Singer Wealth Advisors LLC, based in Wesley Chapel, FL, with 1 years of industry experience. Johnathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 953 clients with $910M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable based on total managed assets and overall complexity. Other strategies like Cash Management charge up to 0.50%, while Tactical Management and PPLI/PPVA charge up to 2.00%.
Fee Estimator
Location
2210 Ashley Oaks Cir Suite 102, Wesley Chapel, FL, 33544
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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
Johnathon works full-time as a planning advisor at Magard Wealth Management since September 2024. This activity is investment-related.
Employment History
Current Registrations
Singer Wealth Advisors 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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