John Joseph Waldron

Waldron Private Wealth

37 Years of Experience

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Firm Information

Waldron Private Wealth

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

41 advisors

Number of Clients

455 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$4.5B

Fee Structure

Financial Plan Fee:$2,000 - $250,000

Hourly Rate:$75 - $500/hr

Investment management fees vary up to 1.50% of assets under management, based on factors like asset size and complexity. Financial planning and consulting fees range from $2,000 to $250,000 on a fixed fee basis, or $75 to $500 per hour. The firm may receive referral fees or commission sharing arrangements from third-party insurance brokers.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching

Advisor Information

Office location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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Regulatory History (1)

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

July 2009

Settled

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Other Business ActivitiesSells Insurance

John is a director of a real estate holding company (SBM Real Estate) since 2005, spending minimal time. He is also a manager and investor in real estate for rental and resale (SBM Holdings, LLC) since 2014, dedicating minimal time, and a board member/advisor for Longeviti Neuro Solutions, spending minimal time. Finally, he has been an insurance agent since 1988, dedicating a few hours per week.