JB
JB

John Blair

10 Years of Experience
Norwalk, CT

John Blair is a registered investment advisor at Blair Capital Management, based in Norwalk, CT, with 10 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 30 clients with $39M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$38.6M

Fee Structure

Investment management only (planning not offered)

Blair Capital charges an investment advisory fee based on the value of your investments. The specific fee can range up to 0.90% per year, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Blair Capital. Fees are paid quarterly in advance.

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Location

Norwalk, CT

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Blair Capital Management
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Scholtz & CO
May 2015 - January 2023 · 7 yrs 8 mos
State Registrations2 states
CACT
Advisor

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
No exam information available for this advisor.
John Blair - Financial Advisor | TrueAdvisor