John English
John English is a registered investment advisor at J W English Investment Management Services LLC, based in Indian Trail, NC, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $4.2M 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 $25K | 2.00% |
| $25K - $50K | 1.50% |
| $50K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Indian Trail, NC
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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 →Other Business Activities
John owns Diamond DJs, a mobile DJ entertainment business, since 2004, dedicating a few hours per week. He also owns John English CPA, an accounting and tax practice since 1996, taking about half of his time. Finally, he is the owner of Phone Tree Wizard LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
J W English Investment Management Services LLC
Previous Registrations
H.D. Vest Advisory Services, INC
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.