John Cosgrove is a registered investment advisor at Kingsman Wealth Management INC., based in Ooltewah, TN, with 37 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 216 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Ooltewah, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the owner, president, and CEO of The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. This activity takes about a quarter of John's time.
Employment History
Current Registrations
Kingsman Wealth Management INC.
Previous Registrations
Tc Advisors LTD.
Chief Advisors CORP
Chief Advisors CORP
First Asset Financial INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dreyfus Service CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations2 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.