John Howard is a CFP, PFS-designated registered investment advisor at Focus Advisory, LTD., based in Marietta, GA, with 22 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 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees apply when Focus Trustee does not serve as trustee. When Focus Trustee serves as trustee, the fee schedule is: First $1,000,000: 1.50%; Next $2,000,000 (Up to $3,000,000): 1.25%; Next $7,000,000 (Up to $10,000,000): 1.00%; Over $10,000,001: 0.50%. Fees may be negotiable.
Fee Estimator
Location
Marietta, GA
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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 →Employment History
Current Registrations
Focus Advisory, LTD.
Previous Registrations
Mercer Global Advisors INC.
Resource Planning Group, LTD.
State Registrations1 state
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