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, Retirement Planning. Their firm serves 4 clients with $9.3M 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 | 0.50% |
Fees are negotiable at Gaard Capital's discretion.
Fee Estimator
Location
Park City, UT
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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.
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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
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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