Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The standard advisory fee is 2.0% of net assets under management, billed quarterly in advance or arrears. Fees are negotiable based on client type, discretionary authority, assets under management, and other factors. The minimum account size is generally $100,000, but this is negotiable. Clients are responsible for additional investment expenses such as custodial charges and brokerage fees.
Areas of Practice
Advisor Information
Office location
320 Post Road, Suite 230, Darien, CT, 06820
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 involved in several outside business activities, including selling gold leases and bullion, facilitating an AirBnB rental, blogging, referring clients for wine investments, brokering whiskey investments, and owning a blueberry farm. These activities take up minimal time to about 10-20% of his time.