John Daley
John Daley is a registered investment advisor at Lifestyle Freedom Advisory Group, LLC, based in Bradenton, FL, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 189 clients with $160M 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 | 1.90% |
Annual fees range from 0% to 1.90% and are negotiable based on the relationship size, asset types, and other factors.
Fee Estimator
Location
9040 Town Center Parkway, Bradenton, FL, 34202
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
John is a licensed insurance agent and co-owner of Lifestyle Freedom Safe Harbor, LLC, spending about 10% of his time on this. He is also the managing member of J Daley, LLC, a holding company, and a member of Lifestyle Freedom Group, LLC dba Family Office Division and Array Partners, spending about 10-20% and about a quarter of his time, respectively, on these activities.
Employment History
Current Registrations
Lifestyle Freedom Advisory Group, LLC
Previous Registrations
Oberlin Financial CORP.
Linsco/private Ledger CORP.
State Registrations3 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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