Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. Financial planning is offered at an hourly rate not exceeding $350 or flat fees ranging from $1,500 to $10,000. Retirement plan consulting is billed hourly (max $250), flat fee ($750-$10,000), or as a percentage of plan assets (max 2.00%).
Areas of Practice
Advisor Information
Office location
3601 Arapahoe Ave, D 179, Boulder, CO, 80303
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 ActivitiesSells Insurance
John is involved in several businesses, including rental real estate (H & R Group), a real estate holding company (H & R Group LLC), and support companies (John R Young Capital Management Inc. and Young Global Wealth). He also enrolls HSA accounts for clients through a non-variable insurance activity, dedicating a few hours per week.