John Wingo
John Wingo is a registered investment advisor at Wingo Asset Management, LLC, based in Shreveport, LA, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 211 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable and vary based on account size and investment strategy. The maximum annual management fee will not exceed 2%.
Fee Estimator
Location
611 Absinthe Court, Ste. E, Shreveport, LA, 71115
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
John is a managing partner of Wingo Wealth, LLC, marketing various insurance products, dedicating about 10-20% of his time. He is also a partner in several self-storage and commercial real estate ventures, requiring minimal time commitment.
Employment History
Current Registrations
Wingo Asset Management, LLC
Previous Registrations
Rfg Advisory, LLC
Wingo Asset Management, LLC
Optivise Advisory Services LLC
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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