JC
JC

John Cush

36 Years of Experience
BrokerSells Insurance

John Cush is a registered investment advisor at Independence Capital CO., INC., based in New Philadelphia, OH, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 295 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K1.50%
$500K - $2.5M1.00%
$2.5M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

407 Fourth St. NW, New Philadelphia, OH, 44663

Get directions

History

Regulatory History
Clean regulatory record

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 owner of Cush Financial Services and sells fixed life, annuity, health, disability, and long-term care insurance. This activity takes more than full-time hours.

Employment History
Current Registrations
Independence Capital CO., INC.
February 2021 - Present · 5 yrs 2 mos
Independence Capital CO., INC.Broker
February 2021 - Present · 5 yrs 2 mos
Independence Capital CO., INC.
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
On Investment Management CO
February 2006 - February 2021 · 15 yrs
The O.N. Equity Sales CompanyBroker
April 1989 - February 2021 · 31 yrs 10 mos
State Registrations10 states
FLGAILINMIMTOHPATXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.