John Brandon
John Brandon is a CFP, ChFC-designated registered investment advisor at Atlantes Financial Advisors, based in Fairhope, AL, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 47 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Minimum annual fee of $500. Fees are negotiable. In some circumstances, Atlantes Financial Advisors Corp. may agree to an annual flat fee for portfolio management services.
Fee Estimator
Location
365 Grand Avenue, Suite "A", Fairhope, AL, 36532
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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 ActivitiesSells Insurance
John is the President and Branch Manager of RIA-Atlantes Financial Advisors Corp. He also co-owns rental real estate with his spouse, dedicating minimal time to managing the properties. Additionally, John is an agent selling fixed insurance products, including long-term care, disability, annuities, and life insurance, and is an agent for PKS Financial Services selling fixed insurance.
Employment History
Current Registrations
Atlantes Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Atlantes Financial Advisors
Clearpoint Capital, L.L.C.
Edward Jones
Edward JonesBroker
State Registrations10 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.