Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are billed monthly or quarterly in arrears.
Fee Estimator
Financial planning fees range from $1,500 to $5,000 for broad-based plans. Limited planning components are billed hourly at $250/hour. Portfolio management fees are based on a percentage of assets under management (AUM), as detailed in the fee table. Educational workshops are complimentary.
Areas of Practice
Advisor Information
Office location
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
Get directionsRegulatory History (1)
Criminal
January 2003Other Business ActivitiesSells Insurance
John is involved with Magnate Wealth Management, LLC as a DBA for Magnate Advisory Services, LLC and Silver Oak Securities, Inc., and sells various insurance products, dedicating full-time hours to this. He is also a Registered Representative with Silver Oak Securities, Inc., spending about 10-20% of his time selling and servicing securities products, and a member of Sterling Wealth Advisors, LLC and Denham Developments LLC, spending minimal time on each.