TrueAdvisor
TrueAdvisor
JB
JB

John Duncan Black

Measured Wealth Private Client Group, LLC
39 Years of Experience
9 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Measured Wealth Private Client Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
598 clients
Average Client Portfolio
$776K average
Assets Under Management
$464.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.70%
$1.0M - $3.0M1.45%
$3.0M - $7.0M1.20%
$7.0M - $10.0M1.00%
$10M+1.00%

Fees on the balance are negotiable

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

303 Islington Street, Portsmouth, NH, 03801

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2008
Final
Regulatory
June 2008
Final
Regulatory
June 2003
Final
Regulatory
August 2000
Final
Customer Dispute
April 2000
Denied
Customer Dispute
March 1999
Settled
Customer Dispute
March 1997
Settled
Customer Dispute
August 1996
Settled
Employment Separation After Allegations
July 1988
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
April 2020 - Present · 5 yrs 10 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 Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.