Johnathan Krueger is a CFA-designated registered investment advisor at Krueger Asset Management, LLC, based in Rogers, AR, with 1 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 15 clients with $2M 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 $500K | 1.25% |
| $500K - $2.0M | 1.10% |
| $2M+ | 1.00% |
Household accounts may be aggregated for fee calculation. Fees are negotiable.
Fee Estimator
Location
5001 W Founders Way, Suite L10, Rogers, AR, 72758
Get directionsHistory
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
Krueger Asset Management, LLC
State Registrations3 states
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
More Advisors
- Lloyd Preez, CFPPrivate Advisor Group, LLC
- Brian Wood, CFA
- Steven Schmitt, CFPWillow
- Matthew Koll, CFPLegacy Capital Wealth Partners, LLC
- Isaac Johnson, CFPMach-1 Financial Group, LLC
- Richard Belline, ChFCWaterloo Capital