Jonathan Wallace is a CFA-designated registered investment advisor at Wayfinder Wealth Warriors LLC, based in Columbia, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $3.3M 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 | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Columbia, SC
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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.
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Jonathan is the founder, owner, and operator of Inveniam Viam Ventures LLC, a government defense logistics agency contracting and logistics company, though it is currently inactive. He also works full-time as a Senior Naval Science Instructor (Teacher) at Lexington One School District.
Employment History
Current Registrations
Wayfinder Wealth Warriors LLC
State Registrations2 states
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