Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are negotiable and based on the average daily balance of assets, billed monthly in arrears. A portion of the fee is paid to third-party model providers (0.00% to 0.35% annually). There's also an annual $100 administrative and technology fee per account ($8.33/month). Financial planning fees are either fixed (up to $10,000) or hourly (up to $300). Self-directed brokerage account fees are fixed at up to $200/year.
Areas of Practice
Advisor Information
Office location
5650 Blazer Parkway, Dublin, OH, 43147
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 the President of Annuity Advisors Inc. (DBA Retirement Resource Group) and President/Owner of Entingh Financial Services, offering fixed annuities and life insurance products since 2001 and 2004, respectively. Selling annuities and life insurance takes about half of John's time.