Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of assets under management, ranging up to 1.50% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting fees range from $5,000 to $75,000 on a fixed fee basis, or $500 to $1,000 hourly. Family office services are either included in investment management fees or charged a separate fixed fee up to $300,000. Retirement plan advisory fees range from 0.20% to 0.50% annually.
Areas of Practice
Advisor Information
Office location
535 Mission Street, San Francisco, CA, 94105
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 a founding partner of Summit Trail Advisors, LLC, a registered investment advisor, dedicating full-time hours to advising high net worth clients. He is also a founding partner of Summit Trail Securities, LLC, a broker-dealer, spending minimal time on commission-based activities. Additionally, John is a board member of the Ross School Foundation, an educational organization, spending minimal time raising money and organizing events.