John Peters
John Peters is a registered investment advisor at Global View Capital Management LLC, based in Loveland, OH, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
Loveland, OH
Get directionsHistory
Regulatory History (4)
Regulatory
December 2001Employment Separation After Allegations
December 2000Regulatory
November 2000Employment Separation After Allegations
June 1997Other Business Activities
John is a member of Tactical Income Architects, LLC, a financial services marketing company, dedicating minimal time to marketing, prospecting, and lead generation. He also volunteers at Cincinnati Children's Hospital Medical Center, spending minimal time there.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Horter Investment Management, LLC
The Leaders Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
National Planning CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.