John Cheshire is a registered investment advisor at Asio Capital LLC, based in Lexington, KY, with 11 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 270 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asio Capital's annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.15%. The specific fee is determined based on factors like the complexity of your situation, the amount you invest, and the type of portfolio. Fees are billed monthly, based on the month-end value of your account.
Location
220 Lexington Green Circle, Suite 420, Lexington, KY, 40503
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 Activities
John is a board member for Kentucky Retirement Systems, assisting with the oversight of Kentucky's Retirement System, and an investment advisor/trustee for the Ann Hail Irrevocable Trust, responsible for trading, distributions, and overall trust management. Both activities require minimal time.
Employment History
Current Registrations
Asio Capital LLC
Previous Registrations
Dividend Assets Capital, LLC
Dividend Assets Capital, LLC
State Registrations1 state
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.