John Mchugh
John Mchugh is a registered investment advisor at Wealthtrust Asset Management, LLC, based in Chesterfield, MO, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 256 clients with $220M 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 | 1.25% |
Maximum annual fee is 1.25% for discretionary accounts and 1.55% for non-discretionary accounts. Fees are negotiable.
Fee Estimator
Location
16305 Swingley Ridge Rd, Suite 210, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2021Customer Dispute
April 2011Customer Dispute
March 2011Customer Dispute
September 2010Customer Dispute
July 2008Other Business Activities
John owns multiple rental properties in Chesterfield, Clayton, and Destin, dedicating minimal time to each. He also has a passive ownership stake in The Nest V, LLC, a restaurant/club, and is a registered investment advisor with TAMP Advisory Solutions, LLC.
Employment History
Current Registrations
Wealthtrust Asset Management, LLC
Previous Registrations
Wealthtrust Asset Management
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
State Registrations3 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.
Exams
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