John Hommel
John Hommel is a registered investment advisor at Hommel Wealth Management, INC., based in Garden City, NY, with 1 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 63 clients with $9.8M 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 | 1.00% |
Fees are billed quarterly in arrears at an annual rate of 1.00%. Fees may be negotiated under unusual circumstances at the firm's discretion.
Fee Estimator
Location
1225 Franklin Ave, Ste 500, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
Hommel Wealth Management, INC.
Previous Registrations
Chase Investment Services CORP.
State Registrations1 state
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.
Exams
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