Jon Greene
Jon Greene is a registered investment advisor at Fellowship Financial Planning, based in Spokane, WA, with 48 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 938 clients with $360M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation. In some situations Investment Management Clients are on a flat fee schedule based upon the historical relationship.
Fee Estimator
Location
502 W Riverside Ave, Suite 201, Spokane, WA, 99201
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2017Regulatory
May 1990Other Business Activities
Fellowship Financial Planning is a DBA name only for Financial Advocates Investment Management (FAIM) and is not an outside business activity for Jon.
Employment History
Current Registrations
Fellowship Financial Planning
Previous Registrations
Financial Advocates Investment Management
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Aon Securities CorporationBroker
Godwins Securities, INC.Broker
National Securities CorporationBroker
Laney & CompanyBroker
The Variable Annuity Marketing CompanyBroker
Godwins Securities, INC.Broker
State Registrations2 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.