John Cravens
John Cravens is a registered investment advisor at Cravens Brothers Private Wealth Management LLC, based in Dallas, TX, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44 clients with $140M 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 $5.0M | 0.90% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable based on various factors. Lower fees are charged for fixed income only portfolios.
Fee Estimator
Location
1801 N. Lamar St., Suite 550, Dallas, TX, 75202
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1998Other Business Activities
John is the owner of Genbeem LLC, a passive investment in oil & gas ventures in Texas, spending minimal time on it. He is also a managing member of GRS Partners LLS, but currently only owns the entity.
Employment History
Current Registrations
Gladstone Wealth Partners
Cravens Brothers Private Wealth Management LLC
Previous Registrations
Wavecrest Securities LLCBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Manequity, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations2 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.