Jonathan Asher is a registered investment advisor at Exemplar Wealth Partners LLC, based in Hingham, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29 clients with $24M 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 - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
5 Common Street, Hingham, MA, 02043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Exemplar Wealth Partners LLC
State Registrations3 states
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