John Convery
John Convery is a registered investment advisor at Retirement Capital Advisors, based in West Palm Beach, FL, with 19 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 24 clients with $7.4M 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
2000 Palm Beach Lakes Blvd, Suite 734, West Palm Beach, FL, 33409
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2019Regulatory
May 2003Regulatory
November 2002Other Business ActivitiesSells Insurance
John is an insurance agent for Legacy Financial and a managing member of Educated Wealth Center LLC since 2006, providing leadership and oversight. He dedicates minimal time to these activities, including during securities trading hours; he also offers insurance and investment advisory services.
Employment History
Current Registrations
Retirement Capital Advisors
Previous Registrations
Brookstone Capital Management LLC
Brookstone Wealth Advisors, LLC
Ntb Advisers, a Division of Neidiger, Tucker, Bruner INC
Dynasty Capital Management, INC
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.