John Dankovich is a ChFC-designated registered investment advisor at Mkd Wealth, based in Troy, MI, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 237 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees vary by investment strategy and asset size, but will not exceed 1.75% per annum. Fees are negotiable.
Fee Estimator
Location
1301 W. Long Lake Road, Suite 210, Troy, MI, 48098
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2007Customer Dispute
October 1987Other Business ActivitiesSells Insurance
John is an attorney since 2000, spending minimal time on this activity. He is also an independent insurance agent since 1989, licensed to sell life, disability, long term care, and annuities, dedicating minimal time to this.
Employment History
Current Registrations
Mkd Wealth
Previous Registrations
Network Planning Advisors, L.L.C.
State Registrations2 states
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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