John Corry is a registered investment advisor at Arete Capital Management, based in Alexandria, VA, with 17 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 28 clients with $24M 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 $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
These rates apply to non-discretionary accounts. Discretionary accounts are charged 2.00% on the first $2,000,000 and 1.00% on amounts over $2,000,000. Fees may be negotiable.
Fee Estimator
Location
Alexandria, VA
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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 →Employment History
Current Registrations
Arete Capital Management
Previous Registrations
Arete Capital Management
Arete Capital Management
Wachovia Securities, INC.
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.