John Scambray
John Scambray is a registered investment advisor at Onesource Wealth Management, based in Granite Bay, CA, with 31 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 229 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 - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees take into consideration aggregate household assets under management and are negotiable at the discretion of the advisor.
Fee Estimator
Location
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA, 95746
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1998Other Business Activities
John is the CEO of Legacy Capital Management, LLC, an independent investment advisory practice, since May 2019. He dedicates about 10-20% of his time to this business.
Employment History
Current Registrations
Onesource Wealth Management
Previous Registrations
Farther
One Source Health & Wealth Management
Sb Advisory, LLC
Ifs SecuritiesBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Alps Distributors, INC.Broker
Pathway Strategic Advisors
Ameriprise Advisor Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Quick & Reilly, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Dean Witter Reynolds INC.Broker
Linsco/private Ledger CORP.Broker
Marketing One Securities, INC.Broker
Glenfed Brokerage ServicesBroker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
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.
Exams
More Advisors
- Samuel Taylor, CFPParkshore Wealth Management
- Rachael Burns, CFPTrue Worth Financial Planning LLC
- Marcos Lira, CFP360dividends
- Michael Sebesta, ChFCLPL Financial LLC
- William Routh, CFPLPL Financial LLC
- David Laut, CFPAbound Financial