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John Linnartz

Mustang Capital Management, LLC
23 Years of Experience
Boerne, TX
1 Disclosure
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John Linnartz is a registered investment advisor at Mustang Capital Management, LLC, based in Boerne, TX, with 23 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 22 clients with $60M in assets under management.

Mustang Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$60.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual rate does not exceed 2% and is negotiated at the time the client agreement is signed based on the client's individual situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Boerne, TX

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History

Regulatory History (1)
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Criminal
February 1979
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mustang Capital Management, LLC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Mustang Capital Management, LLC
March 2005 - December 2017 · 12 yrs 9 mos
Mustang Capital Management, LLC
February 2003 - December 2004 · 1 yr 10 mos
Stephens INC.
October 2002 - February 2003 · 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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