John Black
John Black is a registered investment advisor at Measured Wealth Private Client Group, LLC, based in Portsmouth, NH, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 598 clients with $460M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
A client's legacy fee schedule could be honored and may be more or less than the Measured Wealth standard fee schedule. If an option strategy is employed, an additional 0.25% will be added to the fee schedule. Fees are negotiable.
Fee Estimator
Location
303 Islington Street, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (9)
Regulatory
August 2008Regulatory
June 2008Regulatory
June 2003Regulatory
August 2000Customer Dispute
April 2000Customer Dispute
March 1999Customer Dispute
March 1997Customer Dispute
August 1996Employment Separation After Allegations
July 1988Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Shearson Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.