John Mccoy is a CFP-designated registered investment advisor at Cary Street Partners, based in Charlottesville, VA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
200 Garrett Street, Suite L, Charlottesville, VA, 22902
Get directionsHistory
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
Cary Street Partners
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
Old Dominion Capital Management INC.
LPL Financial LLCBroker
LPL Financial LLC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
PNC Investments
PNC Capital Markets LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citicorp Investment ServicesBroker
Wall Street Investor ServicesBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations5 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.