Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management services range from 0.25% to 2.00% annually, depending on the assets under management, the complexity of services, and the level of administration. Fees are billed monthly in arrears based on the asset value at the end of each month. Fees may be negotiable. Clients also pay custodial and brokerage fees. Fund management fees for mutual funds or ETFs are paid out of fund assets. The firm does not state a minimum annual fee.
Areas of Practice
Advisor Information
Office location
3608 West Truman Blvd., Suite 200, Jefferson City, MO, 65109
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 the Co-Founder, CEO, and CCO of Build Asset Management, LLC, dedicating nearly full-time hours to this RIA. He also manages Berry Barn Farms, LLC and Ruth Ridge Properties, LLC, and serves as a director for two non-profit organizations, Baker Gordon Syndrome and Genetic Autism Alliance, and as President of Build Secured Income Fund I GP.