Jonathan Coartney
Jonathan Coartney is a registered investment advisor at Churchill Financial Advisors, LLC, based in Louisville, KY, 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 High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 77 clients with $240M 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 | 1.25% |
| $5M+ | 1.00% |
Advisory fees are negotiable under certain circumstances.
Fee Estimator
Location
312 Whittington Parkway, Suite 201, Louisville, KY, 40222-4925
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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 the VP of Risk and Compliance at Churchill Financial Advisors, LLC, an investment management firm. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Churchill Financial Advisors, LLC
Churchill Financial, LLCBroker
Previous Registrations
Churchill Financial, LLC
State Registrations6 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.