John Vreeland is a CFP-designated registered investment advisor at Fairlead Financial Advisors, LLC, based in Greenbrae, CA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 44 clients with $95M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees above $2,000,000 are determined by agreement. Using the previous tier's rate for the negotiable tier.
Fee Estimator
Location
Greenbrae, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fairlead Financial Advisors, LLC
State Registrations1 state
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