Erica
Jonasson
Shorepoint Capital Partners LLC
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About this Advisor
Erica Jonasson is a financial advisor based in Norwood, Massachusetts, working with Shorepoint Capital Partners LLC. Erica has previously held positions at Atlas Van Lines Wm Duggan Co, Lifetime Fitness, and Shorepoint Capital Partners. Erica is registered to provide services in Massachusetts. Currently, Erica is part of Shorepoint Capital Partners LLC, which operates out of Norwood, Massachusetts. The firm has 10 employees and manages assets totaling $736.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and publication of newsletters. The fee structure at Shorepoint Capital Partners LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shorepoint Capital Partners LLC Brokerage Details
$736,230,414
10
1,251
$588,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
Erica Jonasson Work History
Shorepoint Capital Partners
Lifetime Fitness
Atlas Van Lines Wm Duggan Co
Disclosures
Please visit the SEC profile of Erica Jonasson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shorepoint Capital Partners LLC
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
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