Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lustig is a financial advisor at Ballentine Partners, a wealth management firm based in Waltham, Massachusetts. Jonathan has been in the industry since 2014 and is a Certified Financial Planner. Jonathan is registered to provide investment advice in Florida, Massachusetts, and New Hampshire. Jonathan specializes in providing financial planning, portfolio management, and educational seminars for individuals, families, and high-net-worth clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
1
2
MA
09/17/2019 - Present
Ballentine Partners (Waltham MA)
Active
Inactive
Not sure Jonathan Lustig is the right advisor for you? Invested Better is here to help.
