John Tryon
John Tryon is a registered investment advisor at Centaurus Financial, INC., based in Troy, MI, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
667 E. Big Beaver Road, Suite #203, Troy, MI, 48083
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2024Customer Dispute
June 2010Customer Dispute
September 2004Customer Dispute
April 1998Other Business Activities
John owns John E. Tryon & Associates for branding purposes since 2013. He also works as a notary public, notarizing documents for clients, which takes minimal time.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Leonard & CompanyBroker
Vestax Securities CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations14 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.