Advisor at LVW Advisors, LLC
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Firm
LVW Advisors, LLC
Location
Pittsford, NY 14534
Credentials
CFP®, Series 65
Industry experience
7 years
Jonathan Thomas is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at LVW Advisors, LLC since 2020 and previously held roles at McKinley Carter Wealth Services, Inc. and PNC Wealth Management. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized Investment Policy Statements and a mix of active and passive independent managers, incorporating both traditional and non-traditional strategies to align portfolios with client objectives.
Based on LVW Advisors, LLC
Based on LVW Advisors, LLC
Based on LVW Advisors, LLC
Fixed advisory fees negotiated on a case-by-case basis in limited circumstances
$0 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.50% $25,000,000 - $50,000,000: 0.40% $50,000,000+: 0.30%
67 B Monroe Avenue
Pittsford, NY 14534
New York · Texas
LVW Advisors LLC
2020 - Present (6 years)
McKinley Carter Wealth Services, Inc.
2017 - 2020 (3 years)
PNC Wealth Management
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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