John Foti
John Foti is a registered investment advisor at John C. Foti, DBA Experient Portfolio Management, based in Tillamook, OR, with 26 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, Insurance Planning, Investment Management. Their firm serves 5 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The standard annual fee is 1.75%, but the exact fee is negotiable based on the client's financial situation, account size, and complexity.
Fee Estimator
Location
Tillamook, OR
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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 conducts portfolio management and sells life insurance, annuities, and long-term care insurance under the name Experient Portfolio Management. He is also a trustee of Grand Prix Investors Trust, an Ohio business trust authorized to create a mutual fund.
Employment History
Current Registrations
John C. Foti, DBA Experient Portfolio Management
Previous Registrations
Autosport Fund Advisors, INC.
John C. Foti, DBA Experient Portfolio Management
Autosport Fund Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
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.