JO
JO
John Ooyen is a registered investment advisor at Bright Future Advisors, based in Nederland, CO, with 37 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 4 clients with $4.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$4.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Nederland, CO
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2024Final
Employment History
Current Registrations
Bright Future Advisors
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
National Equity Resources INC.Broker
February 1990 - June 1992 · 2 yrs 4 mos
Robert Thomas Securities, INCBroker
January 1990 - October 1996 · 6 yrs 9 mos
W. S. Griffith & CO., INC.Broker
March 1988 - December 1989 · 1 yr 9 mos
Pruco Securities CorporationBroker
September 1986 - April 1988 · 1 yr 7 mos
State Registrations1 state
CO
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.