Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for investment advisory services is 2.75%. Accounts with assets over $5,000,000 will have a custom fee schedule. Fees are negotiable and exclusive of transaction-related fees. Financial planning and consulting fees are also negotiable and documented in the advisory agreement. A minimum investment of $500,000 is required to open and maintain an account.
Areas of Practice
Advisor Information
Office location
1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432
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 sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.