John Mayer is a registered investment advisor at Invest Capital LLC, based in Chicago, IL, 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 Education Planning, Investment Management, Retirement Planning. Their firm serves 28 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
Chicago, IL
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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 Activities
John provides transportation services as an associate with Uber Technologies, dedicating about 10% of his time. He also owns investment-related property as a sole proprietor, spending a few hours per week on this activity.
Employment History
Current Registrations
Invest Capital LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sg Cowen Securities CorporationBroker
Cowen & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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