John Calvano is a registered investment advisor at Axient Investment Advisors LLC, based in Hoover, AL, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Investment Management, Retirement Planning. Their firm serves 768 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axient Investment Advisors charges a management fee that is negotiated between you and your investment advisor, with a maximum annual fee of 2% of your portfolio's value (1.5% for annuity allocations). This fee is charged quarterly or monthly in advance, based on your account's value. If you end the agreement early, you'll receive a prorated refund. Axient offers several investment management options:
- Advisor as Portfolio Manager (APM): Your advisor manages your portfolio, potentially using third-party models.
- Axient Model Portfolios: Your advisor uses Axient's own investment models.
- Axient Select Managers: Your advisor selects third-party money managers to manage your investments.
There is a $5 transaction fee per trade, though some mutual funds are exempt.
Location
Hoover, AL
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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 trustee of his father's charitable trust, involving reviewing accounts, approving payments, and paying taxes, requiring minimal time. He is also a registered representative and may hold various roles for the firm's affiliates.
Employment History
Current Registrations
Axient Investment Advisors LLC
Previous Registrations
Trust Advisory Group LTD
Stonex Financial INC.Broker
Stonex Securities INC.Broker
Intl Fcstone Financial INC.Broker
Stonex Advisors INC.
Sterne Agee Financial Services, INC.Broker
Sterne, Agee & Leach, INC.Broker
Amsouth Investment Services, INC.Broker
Performance Funds Distributor, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Ba Investment Services, INC.Broker
Great Western Financial Securities CorporationBroker
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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