Jonathan Reid
Jonathan Reid is a registered investment advisor at St. James Investment Advisors, LLC, based in Port Jefferson, NY, 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 Investment Management, Retirement Planning. Their firm serves 138 clients with $510M 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 $50K | 0.70% |
| $50K - $100K | 0.60% |
| $100K+ | 0.50% |
Fees are negotiable at the firm's discretion. Alternative linear fee schedules are available depending on the selected portfolio strategy, ranging from 0.65% to 0.75% annually.
Fee Estimator
Location
414 Main Street, Suite 205, Port Jefferson, NY, 11777
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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 ActivitiesSells Insurance
Jonathan is an independent licensed insurance agent selling annuities and life insurance.
Employment History
Current Registrations
St. James Investment Advisors, LLC
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.
Exams
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