John Parkinson
John Parkinson is a CFP-designated registered investment advisor at Appalachian Capital Management, based in St. Clairsville, OH, with 26 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. Their firm serves 358 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
51461 Jennifer Lane, Suite 215, St. Clairsville, OH, 43950
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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 serves on the Board of Directors for Consumers National Bank (formerly The Peoples National Bank) since 2005. He spends a few hours per week in board meetings, reviewing loans and the bank's operations.
Employment History
Current Registrations
Appalachian Capital Management
State Registrations3 states
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