Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual maximum fee for the Strategic Wealth Management II Wrap Fee Program is 2.50%. There is no minimum account size. Fees are negotiable based on client type, complexity, account composition, potential deposits, and total assets under management. Financial planning and consulting services are also offered.
Areas of Practice
Advisor Information
Office location
20 Montchanin Road, Suite 270, Greenville, DE, 19807
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 with Investment Management & Planning, LLC as a registered investment advisor, dedicating full-time hours. He also has Abood Financial, Inc. as a business entity for tax/investment purposes, spending about a quarter of his time overall and about 10-20% of his time during securities trading.