John Roberson is a registered investment advisor at 1919 Investment Counsel, LLC, based in San Francisco, CA, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 5,169 clients with $26B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Standard fee schedule shown is for individual equity and balanced accounts. Fixed income accounts have a separate lower schedule starting at 0.50%. Fees may vary based on prior schedules, wrap fee programs, or relationship size.
Fee Estimator
Location
49 Stevenson Street, Suite 1075, San Francisco, CA, 94105
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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 →Employment History
Current Registrations
1919 Investment Counsel, LLC
Previous Registrations
Rand & Associates
San Francisco Sentry Investment Group
Howe Barnes Capital Management, INC.
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
State Registrations13 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.
Exams
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