JW
JW
John White
21 Years of Experience
Austin, TX
2 Disclosures
John White is a registered investment advisor at Aqs Asset Management, L.L.C., based in Austin, TX, with 21 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 11 clients with $4.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
11 clients
Average Client Portfolio
$369.7M average
Assets Under Management
$4.1B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2700 Via Fortuna, Ste. 400, Austin, TX, 78746
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 1994Settled
Employment Separation After Allegations
April 1994Other Business Activities
John is a partner at AQS Applied Quantitative Solutions. This activity is not investment-related.
Employment History
Current Registrations
Aqs Asset Management, L.L.C.
May 2004 - Present · 22 yrs
State Registrations1 state
PA
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.