JL
JL
John Linnartz
23 Years of Experience
Boerne, TX
1 Disclosure
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 Investment Management. Their firm serves 24 clients with $59M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$59.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiated and not based on a specific formula.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boerne, TX
Get directionsHistory
Regulatory History (1)
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Criminal
February 1979Final Disposition
Employment History
Current Registrations
Mustang Capital Management, LLC
January 2018 - Present · 8 yrs 3 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.