John Day is a registered investment advisor at Wealth Advisors, L.L.C., based in Broken Arrow, OK, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 103 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable in limited circumstances. Separate fee schedule applies to non-custodial portfolios (like outside 401ks), ranging from 1.50% down to 0.35%.
Fee Estimator
Location
1050 East Tucson St, Broken Arrow, OK, 74011
Get directionsHistory
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 →Employment History
Current Registrations
Wealth Advisors, L.L.C.
Previous Registrations
Wealth Advisors, L.L.C.
Wealth Advisors, L.L.C.
Wealth Advisors, L.L.C.
Wealth Advisors of Oklahoma, L.L.C.
State Registrations1 state
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
More Advisors
- Michael Benditz, CFPEdward Jones
- Jon Topolski, CFP
- Gregory Braun, CFPCetera Investment Advisers LLC
- Stephanie Pollard, CFPEdward Jones
- Shanda Sullivan, CFPAspen Wealth Planners LLC
- Brett James, CFPEdward Jones