John Orindgreff
John Orindgreff is a registered investment advisor at Collaborative Portfolio Management, based in Overland Park, KS, with 27 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 145 clients with $150M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for amounts over $3,000,000.
Fee Estimator
Location
10985 Cody Street, Suite 140, Overland Park, KS, 66210
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 is a partner and portfolio manager at Capital Portfolio Management, LLC, dedicating full-time hours. He also works as an insurance representative for O'Lucky, selling fixed and equity-indexed annuities for minimal time, and serves as a board member for CornerStone of Care, overseeing foundation investments for minimal time. Finally, John is a Managing Partner/Portfolio Manager at Collaborative Portfolio Management LLC, dedicating nearly full-time hours.
Employment History
Current Registrations
Collaborative Portfolio Management
Apw Capital, INC.Broker
Previous Registrations
Capital Portfolio Management L.L.C.
Primevest Financial Services, INC.Broker
Umb Scout Brokerage Services, INC.Broker
Banc IV Investments, INC.Broker
American Brokerage Services, INC.Broker
Meridian Associates, INC.Broker
State Registrations4 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.