John Brendel
John Brendel is a registered investment advisor at Brendel Financial Advisors LLC, based in Hanover, NH, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 355 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brendel Financial Advisors' ongoing asset management fees range from 0.75% to 2.00% per year of the market value of your investments. Fees are negotiable and may be higher or lower based on factors like account size and complexity. Consulting fees can be hourly, fixed fee, or included with asset management services.
Location
64 Lyme Rd., Hanover, NH, 03755
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
April 1993Other Business ActivitiesSells Insurance
John is a partner/branch manager at Brendel Financial Advisors LLC, dedicating about a quarter of his time to account management, client services, and research. He also works as an insurance agent providing life insurance for existing clients, spending minimal time on this activity.
Employment History
Current Registrations
Brendel Financial Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Brendel & Fisher Financial Advisors
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Advest, INC.
Advest, INC.Broker
Dean Witter Reynolds INC.Broker
W.J. Nolan & Company, INC.Broker
State Registrations2 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.