Jonah Tivey is a registered investment advisor at Bella Wealth Management, LLC, based in Roswell, GA, with 1 years of industry experience. Jonah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees may be negotiable. The fee includes financial planning services and fees charged by any independent managers.
Fee Estimator
Location
5090 Old Ellis Point, Roswell, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bella Wealth Management, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Morgan StanleyBroker
State Registrations1 state
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