John Lafferty
John Lafferty is a CFA, CFP-designated registered investment advisor at Brownson, Rehmus & Foxworth, INC., based in White Plains, NY, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 263 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Base fees typically range from 0.15% to 1.00% of assets under management or advisement, determined through negotiation based on asset size, complexity, and service intensity.
Fee Estimator
Location
399 Knollwood Road, White Plains, NY, 10603
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Regulatory 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 →Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
State Registrations2 states
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.
Exams
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