JB
JB
John Black
39 Years of Experience
Rye, NH
9 Disclosures
John Black is a registered investment advisor at Measured Wealth Private Client Group, LLC, based in Rye, 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, Financial Planning & Coaching, and 7 more. Their firm serves 638 clients with $530M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
638 clients
Average Client Portfolio
$828K average
Assets Under Management
$528.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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% |
An additional 0.25% may be added for accounts using an option strategy. Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14 Sagamore Road, Rye, NH, 03870
Get directionsHistory
Regulatory History (9)
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Regulatory
August 2008Final
Regulatory
June 2008Final
Regulatory
June 2003Final
Regulatory
August 2000Final
Customer Dispute
April 2000Denied
Customer Dispute
March 1999Settled
Customer Dispute
March 1997Settled
Customer Dispute
August 1996Settled
Employment Separation After Allegations
July 1988Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2006 - April 2020 · 14 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2006 - April 2020 · 14 yrs 2 mos
Legg Mason Wood Walker INC
March 2000 - March 2006 · 6 yrs
Legg Mason Wood Walker, IncorporatedBroker
November 1999 - March 2006 · 6 yrs 4 mos
Prudential Securities IncorporatedBroker
January 1990 - November 1999 · 9 yrs 10 mos
Dean Witter Reynolds INC.Broker
September 1988 - January 1990 · 1 yr 4 mos
Shearson Lehman Brothers INC.Broker
December 1987 - September 1988 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1986 - December 1987 · 1 yr 1 mo
State Registrations1 state
NH
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.
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