JH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
49 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$57.3M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The annual portfolio management fee is based on a percentage of your assets under management: 1.00% on the first $500,000, 0.75% on the next $500,000, and 0.50% on balances over $1,000,000. For example, a $750,000 portfolio would cost $5,625 per year. Fees are deducted quarterly in arrears from your account or billed directly. There is no minimum account size requirement.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
1325 Satellite Boulevard, Building 1300, Suite 1301, Suwanee, GA, 30024-4651
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
There are no outside business activities listed for John.
Employment History
Current Registrations
Advanced Financial Strategists INC
April 2004 - Present · 21 yrs 9 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.