John Wallbrink
John Wallbrink is a registered investment advisor at Nwf Advisory Services INC, based in Campbell, CA, with 35 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, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
55 N. Third St. Suite 200, Campbell, CA, 95008
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 ActivitiesSells Insurance
John assesses insurance needs for existing investment clients and recommends insurance for various purposes, spending a few hours per week on this. He also provides financial planning and advice through NWF Advisory Group LLC and markets himself under the DBA Artisan Capital Partners.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Whjr Associates
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
Gna Securities, INC.Broker
Marketing One Securities, INC.Broker
Gna Securities, INC.Broker
New England SecuritiesBroker
State Registrations15 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.