John Meyer is a ChFC-designated registered investment advisor at Severin Investments LLC, based in Hauser, ID, with 42 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. Their firm serves 236 clients with $130M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees are negotiable for amounts over $5 million.
Fee Estimator
Location
Hauser, ID
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 direct writing agent for ECC Financial, an insurance agency, spending about 10-20% of his time on this activity, with a few hours per week during securities trading hours. He also acts as a trustee for the Donald C. Meyer, Jr. Revocable Trust.
Employment History
Current Registrations
Severin Investments LLC
Previous Registrations
Ecc Financial
LPL Financial LLCBroker
LPL Financial LLC
Edward JonesBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations2 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.