The advisory fee is negotiable and varies based on services provided, typically taking the form of a percentage of assets under management, ranging up to 2.00% per annum. Clients receiving financial planning and consulting services may be subject to an additional negotiable hourly or flat fee. Fees are billed quarterly in advance. The firm may 'household' certain client accounts for fee calculation purposes.
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsJohn is a managing partner at Paramount Wealth Group and part owner of ZRJ. He also works as an agent selling Medicare, dedicating a few hours per week, and is a silent member of PWG Realty Holdings.