John Cox is a registered investment advisor at Cox Financial Group, LTD., based in Schaumburg, IL, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 42 clients with $69M 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 $5.0M | Included |
| $5M+ | Included |
Fees are calculated as a percentage of assets under management. For accounts with assets over $5 million, fees are reduced by 0.25% (25 basis points) on the amount of assets over $5 million. All fees are subject to negotiation.
Fee Estimator
Location
1051 Perimeter Drive, Suite 550, Schaumburg, IL, 60173-5807
Get directionsHistory
Regulatory History (3)
Regulatory
May 2005Regulatory
August 2004Regulatory
September 1990Employment History
Current Registrations
Cox Financial Group, LTD.
Previous Registrations
Cox Financial Group, LTD.
Cox Financial Group, LTD.
Fea, INC.Broker
State Registrations1 state
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.