JM
JM

John Mauro

32 Years of Experience
Valencia, PA

John Mauro is a registered investment advisor at Mauro Capital Management, INC., based in Valencia, PA, with 32 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 25 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$620K average
Assets Under Management
$15.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Mauro Capital Management charges a percentage of the value of your portfolio for investment management services. The fee ranges from 0.5% to 2.5% depending on the type of account, investment strategy, and the amount invested. All fees are negotiable.

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Location

Valencia, PA

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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.

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Employment History
Current Registrations
Mauro Capital Management, INC.
May 1993 - Present · 33 yrs
State Registrations1 state
PA
Advisor

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.