Jonathon Lovingood is a registered investment advisor at Shell Capital Management, LLC, based in Athens, GA, with 1 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $23M 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 $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees over $10 million are negotiable.
Fee Estimator
Location
Athens, GA
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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 →Employment History
Current Registrations
Shell Capital Management, LLC
Previous Registrations
Potomac
State Registrations1 state
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