John Bartoletta
John Bartoletta is a registered investment advisor at Highstreet Financial, LLC, based in Tampa, FL, with 29 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, Retirement Planning. Their firm serves 67 clients with $35M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
For accounts that are directly related, a consolidated fee may be assessed. In the past High Street has honored other advisors' pricing structures. Fees may also be negotiated based on a variety of factors such as account size, tenure, etc.
Fee Estimator
Location
12802 Tampa Oaks Blvd, Suite 405, Tampa, FL, 33637
Get directionsHistory
Regulatory History (1)
Regulatory
January 2022Other Business Activities
John is a managing member of High Street Group, LLC and Marquesas Capital Partners, LLC, and owner/president of Phipson, LTD, all holding companies. He is also the founder and CEO of Unation, Inc., a mobile app company, dedicating about a quarter of his time to business development.
Employment History
Current Registrations
Highstreet Financial, LLC
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.