Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
250 clients
Average Client Portfolio
$732K average
Assets Under Management
$183.0M

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$1,000 - $5,000
Hourly Rate:$150 - $250/hr

Fees are based on assets under management (AUM) or a fixed dollar amount, as negotiated. The maximum annual fee for WealthTrust DBS Strategies is 1.25%. Discretionary accounts have a maximum AUM fee of 1.25%, while non-discretionary accounts have a maximum of 1.55%. Fees may be negotiable. Financial planning fees range from $150-$250 hourly or a flat fee of $1,000-$5,000. Retirement plan advisory services are negotiated. Consulting services for wealth management are charged at 1% of assets.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

4458 Legendary Dr., Suite 140, Destin, FL, 32541

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Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2021
Withdrawn
Customer Dispute
April 2011
Settled
Customer Dispute
March 2011
Settled
Customer Dispute
September 2010
Settled
Customer Dispute
July 2008
Settled
Other Business Activities

John owns multiple rental properties in Chesterfield, Clayton, and Destin, dedicating minimal time to each. He also has a passive ownership stake in The Nest V, LLC, a restaurant/club, and is a registered investment advisor with TAMP Advisory Solutions, LLC.

Employment History
Current Registrations
Wealthtrust Asset Management, LLC
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Wealthtrust Asset Management
March 2015 - March 2015 · 0 mos
Wells Fargo Advisors, LLC
July 2003 - February 2015 · 11 yrs 7 mos
Prudential Securities Incorporated
January 2002 - July 2003 · 1 yr 6 mos
State Registrations3 states
FLMOTX
Advisor
Exams
No exam information available for this advisor.