Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Financial planning fees range from $500 to $5,000, depending on complexity and scope. Modular financial planning/general consulting is available at $250 per hour, also negotiable. Fees are 50% upfront, with the balance due upon completion. The firm receives referral fees from TPMs, but clients will not pay additional advisory fees to the TPM for these services.
Areas of Practice
Advisor Information
Office location
44 East Broad Street, Suite 218, Bethlehem, PA, 18018
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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 ActivitiesSells Insurance
John is involved with McDermott Investment Advisors, LLC as an RIA, dedicating about half his time, running concurrently with BD activities. He also owns CITO Capital Management, LLC as a financial planner and insurance agent, and CITO Capital Advisors, LLC as a registered investment advisor, with hours running concurrently with BD activities.