John Goble is a CFP-designated registered investment advisor at Your Family Matters, LLP, based in Cordova, TN, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 35 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is the fee for standard portfolio management. Platinum Services have a different fee schedule: $250,000 - $1,000,000: 1.50% per year; $1,000,001 - $5,000,000: 1.00% per year; $5,000,001 and up: 0.75% per year. 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.