John Blakezuniga is a registered investment advisor at Vanguard Capital, based in Irvine, CA, with 44 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 183 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vanguard Capital charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, supervision, and account maintenance. The exact fee is determined by your Investment Management Agreement and can be negotiated based on factors like account size and portfolio complexity. Financial planning services are included in this advisory fee. The fee is calculated on the value of your portfolio at the end of each quarter and is deducted from your account quarterly.
Location
2030 Main Street, 13th Floor, Irvine, CA, 92614
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Regulatory History (3)
Regulatory
April 2017Regulatory
August 2011Regulatory
March 2011Other Business Activities
John is a 46% stock holder in Payday Loan LLC, with no active duties. He is also the sole owner and managing member of Clarity Consulting International LLC, dedicating about a quarter of his time to providing consulting services to Payday Loan regarding various business matters.
Employment History
Current Registrations
Vanguard Capital
Previous Registrations
Sector Logic, LP
American Strategic Capital
Vanguard Capital
Vanguard CapitalBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Puerto Rico INC.Broker
Prudential Securities IncorporatedBroker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.