John Mckissick
John Mckissick is a CFP-designated registered investment advisor at United Capital Financial Advisors, based in Elkhart, IN, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 25,510 clients with $25B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may vary based on portfolio size, services, and custodian. Minimums and fee schedules can be modified at United Capital Financial Advisors' discretion.
Fee Estimator
Location
300 Nibco Parkway, Elkhart, IN, 46516
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 owns and manages rental property in Elkhart, IN, dedicating minimal time to this activity. He is also a licensed insurance agent with United Capital Risk Management, selling life, health, and annuity products and receiving compensation from insurance companies.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Compass Wealth Advisors, LLC
Cuso Financial Services, L.P.
Fifth Third Securities, INC.
LPL Financial LLC
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.
Exams
More Advisors
- Deborah Dehoff, CFPUnited Capital Financial Advisors
- Aaron Coates, CFPRelevant Financial Advisors LLC
- Griffin Borst, CFPEdward Jones
- Brennan Vitali, CFPVitality Wealth Planning
- Ashok Sanghavi, CFPHornor, Townsend & Kent, LLC
- Jeneen Crane, CFPEdward Jones