John Crosby
John Crosby is a registered investment advisor at Ameritas Advisory Services, LLC, based in Cape May Court House, NJ, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
15 S Main St Ste 4, Cape May Court House, NJ, 08210
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 licensed independent insurance agent selling fixed insurance products and is affiliated with Independent Financial Solutions Inc. He also provides financial planning, retirement planning, and estate & business succession planning as a Managing Director at Independent Financial Services, LLC, dedicating about a quarter of his time. Additionally, John provides estate services as an owner of Individual Financial Services, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Ameritas Investment CORP
Ameritas Investment CORP.Broker
MML Investors Services, INC.Broker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Citicorp Investment ServicesBroker
Citicorp Investment ServicesBroker
Financial Network Investment CorporationBroker
Marketing One Securities, INC.Broker
Guardian Investor Services CorporationBroker
Lehman Brothers INC.Broker
Chris Securities INC.Broker
Manequity, INC.Broker
Phoenix Equity Planning CorporationBroker
Cigna Securities, INC.Broker
State Registrations4 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.