Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Advisory fees are a percentage of assets under management, negotiable but not exceeding 2%. Fees for sub-advised portions will not exceed 1%, and the combined SCA/sub-advisor fee will not exceed 2%. Fees are exclusive of brokerage commissions and other related costs. The Investment Advisory Agreement may be terminated with 30 days' written notice.
Areas of Practice
Advisor Information
Office location
7170 E. Mcdonald Rd. Suite 6, Scottsdale Az, AZ, 85253
Get directionsRegulatory History
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
John is involved in several business activities, including serving as President of Hurry Foundation and Director of Smokeless Inc. He also holds management or advisory roles in multiple LLCs and holding companies, dedicating minimal time to each.