Jonathan Shaw is a registered investment advisor at Catawba River Capital, based in Lake Wylie, SC, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 275 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Catawba River Capital has various fee structures for legacy clients. Clients utilizing Wealth Management Services with less than $500,000 of assets under management will be charged a minimum $5,000 annual fee, of which $1,250 will be charged quarterly in advance and may be waived in certain circumstances.
Fee Estimator
Location
4100 Charlotte Hwy., Lake Wylie, SC, 29710
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Catawba River Capital
State Registrations1 state
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