John Goble is a CFP-designated registered investment advisor at Your Family Matters, LLP, based in Cordova, TN, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 85 clients with $13M 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 $250K | 1.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Standard portfolio management is charged at 1.00% (with a $1,000 minimum). The Platinum Services package offers tiered rates starting at 1.50% for accounts from $250,000 to $1,000,000, dropping to 1.00% up to $5,000,000, and 0.75% above $5,000,000. Fees may be negotiable.
Fee Estimator
Location
1655 Wynne Road, Suite 103, Cordova, TN, 38016
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business Activities
John plays the trumpet in a big band, dedicating a few hours per week to rehearsals and performances. He also works as a sports official, dedicating about a quarter of his time to officiating baseball, football, and basketball.
Employment History
Current Registrations
Your Family Matters, LLP
Previous Registrations
Edward Jones
Edward JonesBroker
First American National Securities, INC.Broker
State Registrations3 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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