John Duebendorfer is a registered investment advisor at Artemis Wealth Advisors, LLC, based in New York, NY, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Artemis Wealth Advisors charges a flat fee, billed quarterly in advance, based on the market value of the assets. The rates are individually negotiated with each client and may be adjusted based on the composition of assets managed and the complexity of the accounts.
Artemis FP also collects quarterly management fees in arrears and may charge performance fees, subject to negotiation with each client.
Our standard fee schedule is as follows:
- $5M - $25M: 0.80% - 1.00%
- $25M - $100M: 0.50% - 0.75%
- $100M +: 0.40% - 0.50%
Location
570 Lexington Avenue, 39th Floor, New York, NY, 10022
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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
Artemis Wealth Advisors, LLC
Previous Registrations
Citicorp Investment Services
State Registrations1 state
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