John Pernell
John Pernell is a registered investment advisor at Polaris Investment Partners, INC, based in Mount Pleasant, SC, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Polaris Investment Partners generally charges up to 1.00% per year for managing your investments. The actual fee depends on the amount of assets they manage for you, and some clients may be billed a flat percentage or dollar fee. There is a $1,000 minimum annual fee per household. Fees are negotiable and may be waived at Polaris' discretion.
Location
735 Johnnie Dodds Blvd, Suite 105, Mount Pleasant, SC, 29464
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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.
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John is the CEO of Polaris Private Managers, LTD, acting as a general partner or business manager of private funds since 1990. He is also the Managing Director, CCO, and a Registered Representative of Polaris Private Placements, LLC, a limited-purpose FINRA BD.
Employment History
Current Registrations
Polaris Investment Partners, INC
Polaris Private Placements, LLCBroker
Previous Registrations
Tn Capital Equities, LTDBroker
Wunderlich Securities, INC.Broker
American Capital CorporationBroker
Polaris Investment Partners, INC
Marsh, Block & CO. INC.Broker
Furman Selz Financial Services, INC.Broker
Furman Selz IncorporatedBroker
E. F. Hutton & Company INCBroker
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.