James Joshua Wood

CFP

Caitlin John, LLC

23 Years of Experience

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Firm Information

Caitlin John, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

20 advisors

Number of Clients

733 clients

Average Client Portfolio

$250K average

Assets Under Management

$183.4M

Fee Structure

Minimum Investment:$250K

The firm's fees are based on the Investment Management Agreement. The Caitlin John Wrapped Program fees do not exceed 2.48%, and Non-wrap fees do not exceed 3.00%. Fees may be tiered, tapered, or fixed. IARs can negotiate fees based on complexity and service level. There is a $2.92 monthly technology fee for all Non-wrap fee structures. The firm sets an account minimum of $250,000, which may be waived by the IAR.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

9500 Ray White Road, Ste 200, Fort Worth, TX, 76244

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Regulatory History (2)

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