Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiated to a level lower than the Maximum Advisory fee schedule based on mandate size and client servicing requirements.
Fee Estimator
You'll pay an annual fee based on the market value of your portfolio. The fee is 1.00% on all managed assets. This fee does not include brokerage commissions, transaction fees, custodial fees, and other related costs.
Areas of Practice
Advisor Information
Office location
100 Crescent Court, Suite 1150, Dallas, TX, 75201
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 the Chairman and CEO of Peavy Financial Services, Inc., a financial services company providing consulting and expert witness services, since 1983. He is also the Chairman of the Investment Committee for First Private Wealth Management, a registered investment advisor.