John Mccarthy is a CFP, ChFC-designated registered investment advisor at John T. Mccarthy, LLC, based in Long Boat Key, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 155 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McCarthy's investment advisory services are billed on an annual fixed fee basis, negotiated between the client and McCarthy. The annual fixed fee is not subject to increase unless agreed in writing by the Client and McCarthy. The annual fixed fee is billed in four quarterly installments each calendar quarter in advance. Annual fees range from $3,000 to $25,000. Fees are negotiable and will be clearly disclosed in the Client’s agreement.
Location
Long Boat Key, FL
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 Activities
John manages multiple real estate investment properties under the names Gold Star Investment Properties (I-V) and Silver Star Investments. He dedicates minimal time to these passive investments.
Employment History
Current Registrations
John T. Mccarthy, LLC
State Registrations4 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.