John Hanlon is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Egg Harbor Twp, NJ, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
3393 Bargaintown Road, Egg Harbor Twp, NJ, 08234
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1989Other Business Activities
John is a portfolio manager for Hanlon Mutual Funds, spends time with VestGen Advisor LLC and VestGen Investment Management LLC, and is involved in several other ventures including property rental management, a condo development project, and a charitable foundation. He also serves as Chairman of the Advisory Board to the Financial Systems Center at Stevens Institute of Technology and is a Limited Partner, Principal and Founding Member of VestGen Wealth Partners Holdings, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Vestgen Investment Management
Previous Registrations
Vestbridge Advisors, INC
Purshe Kaplan Sterling InvestmentsBroker
Sentra Securities CORP
Sentra Securities CorporationBroker
Sentra Securities CORP
Sentra Securities CorporationBroker
Foresters Equity Services, INC.Broker
Barron Chase Securities, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.