John Seitzer is a CFA, CFP-designated registered investment advisor at Everest Wealth Management, based in Leawood, KS, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 91 clients with $240M 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 $800K | 1.00% |
| $800K - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.20% |
Clients are awarded every 6th year of services for free. Fees and minimums may be negotiable where special circumstances exist.
Fee Estimator
Contact
John Seitzer
Location
Leawood, KS
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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 →Employment History
Current Registrations
Everest Wealth Management
Previous Registrations
American Century Investment Management INC
State Registrations3 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.
Exams
Additional Information
Most clients hire us for our investment management services, but over time many realize significant value from other wealth management services that are covered by the investment management fee. Examples of other services include tax planning, estate planning, retirement planning, tax-effective charitable giving, etc. We also interface with our clients’ other advisors including tax professionals and estate attorneys for a team-based approach.