John Gareau is a registered investment advisor at Jaguar Investment Services, LTD, based in Marana, AZ, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $40M 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 $150K | 2.90% |
| $150K - $250K | 2.50% |
| $250K - $350K | 2.25% |
| $350K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 0.85% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
4834 W. Saguaro Point Place, Marana, AZ, 85653
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jaguar Investment Services, LTD
State Registrations3 states
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