John Santi is a registered investment advisor at Mfo-Usa Advisory, LLC, based in Memphis, TN, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $34M 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% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
813 Ridge Lake Blvd., Suite 100, Memphis, TN, 38120
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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 a licensed insurance agent and managing partner for J&S Land Co, Santi Co, and Santi Family Partnership. He also serves on the advisory board for Curio Legacy and owns Santi Company, LLC DBA MFO USA Business Consulting, dedicating minimal time to these activities.
Employment History
Current Registrations
Mfo-Usa Advisory, LLC
Previous Registrations
Kimery Wealth Management, LLC
Avondale Partners, LLCBroker
Avondale Partners, LLC
Aaron Capital IncorporatedBroker
Lexington Investment Counsel
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Tactical Allocation Group, LLC
Starlight Investments, LLCBroker
Stanford Group Company
Stanford Group CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.