John Gardner
John Gardner is a registered investment advisor at Convergence Wealth Partners LLC, based in Redding, CA, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
5800 Airport Road, Redding, CA, 96002
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 →Other Business ActivitiesSells Insurance
John is the CEO, founder, and insurance agent at Financial Convergence Insurance Solutions Inc. since 2017, selling life insurance and annuities. This takes about half of his time, including about half of his time during trading hours.
Employment History
Current Registrations
Convergence Wealth Partners LLC
Previous Registrations
Maripau Wealth Management LLC
State Registrations2 states
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