Jonathan Treussard
Jonathan Treussard is a registered investment advisor at Treussard Capital Management, based in Newport Beach, CA, 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20 clients with $75M 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 | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,001.
Fee Estimator
Location
895 Dove Street, Suite 300, Newport Beach, CA, 92660
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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 provides consulting services to firms, leveraging his expertise as a Ph.D. Economist and his experience in asset management. This activity is not investment-related.
Employment History
Current Registrations
Treussard Capital Management
State Registrations2 states
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