John Mullis
John Mullis is a registered investment advisor at Amj Financial Wealth Management LLC, based in Leesburg, VA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 470 clients with $480M 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 $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Rates shown are for the Strategic Asset Allocation strategy. The Dynamic Asset Allocation strategy charges higher rates starting at 1.65% for accounts between $250,000 and $399,999, 1.50% for $400,000 to $599,999, 1.40% for $600,000 to $999,999, 1.30% for $1,000,000 to $1,999,999, and 1.15% for $2,000,000 to $4,999,999. Fees are negotiable for amounts of $5,000,000 and above.
Fee Estimator
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is self-employed under the DBA "AMJ Financial LLC," selling fixed annuities and earning commissions. He also took early retirement from Crown Life to manage their book of business and sell fixed annuities, and is an agent for North American Company for Life & Health Insurance, dedicating minimal time to this role.
Employment History
Current Registrations
Amj Financial Wealth Management LLC
Previous Registrations
Amj Financial Wealth Management LLC
LPL Financial LLC
Kalos Management
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.
Exams
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