Jonathan Brogaard is a CFA-designated registered investment advisor at Gaard Capital LLC, based in Park City, UT, 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 High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee may be negotiable at Gaard's discretion.
Fee Estimator
Location
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the founder of JB Analytics LLC, providing expert witness consulting for financial market legal matters, dedicating minimal time. He is also the founder and managing partner of Stepwise Investments LLC, a private systematic investment fund, spending about 10-20% of his time overseeing investment strategies and managing operations.
Employment History
Current Registrations
Gaard Capital LLC
State Registrations1 state
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