Jonathan Hermes is a registered investment advisor at Parable Wealth Advisors, based in St Augustine, FL, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 63 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
460 A1A Beach Blvd., St Augustine, FL, 32080
Get directionsHistory
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 a partner and 10% equity holder in the law firm Ginn & Patrou, PA, dedicating nearly full-time hours to this role. He also works as a bar grader for the Florida Board of Bar Examiners, spending minimal time on this activity.
Employment History
Current Registrations
Parable Wealth Advisors
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.