| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
31 E. Julian Street, San Jose, CA, 95112
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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 →John is a registered investment advisor and owner of Kessler Financial Services, dedicating nearly full-time hours to financial planning and private fiduciary business. He is also a real estate broker and insurance agent, spending minimal time on these activities, and is a broker/owner of a commercial real estate services company.