John Gomez is a registered investment advisor at Brentview Investment Management, LLC, based in Northfield, IL, 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 Investment Management. Their firm serves 171 clients with $190M 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 $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $250.0M | 0.35% |
| $250M+ | 0.35% |
Fee schedule is for the Dividend Growth strategy. Fees for accounts that fall outside of the stated ranges are negotiated. Annual Fee Schedule for Select Dividend Growth and International Dividend Growth: First $25 million: 0.70%, Next $25 Million: 0.65%, Next $50 Million: 0.60%, Over $100 Million: Negotiated
Fee Estimator
Location
One Northfield Plaza, Suite 522, Northfield, IL, 60093
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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 →Other Business Activities
John is the President and Investment Manager at Brentview Investment Management, LLC, dedicating full-time hours to marketing and client services. He also manages Timberline Road, LLC, a holding company for Brentview Investment Management LLC equity.
Employment History
Current Registrations
Brentview Investment Management, LLC
Previous Registrations
Cavu Securities LLCBroker
Foreside Financial Services, LLCBroker
Nuveen Securities, LLCBroker
Santa Barbara Asset Management, LLC
Ing Investment Management CO.
Furman Selz Capital Management LLC
Ing Investment Management Services LLCBroker
Alliance Fund Distributors, INC.Broker
John Nuveen & CO., IncorporatedBroker
John Nuveen & CO., IncorporatedBroker
Oppenheimer & CO., INC.Broker
State Registrations8 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.