JH
JH

John Sterrett Hayman

27 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
683 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $4.0M0.85%
$4.0M - $5.0M0.75%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,500
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Location

3470 Mt Diablo Blvd., Ste A215, Lafayette, CA, 94549

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Capital Advantage, INC.
October 1998 - Present · 27 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.