John Blair
John Blair is a registered investment advisor at South Atlantic Capital Management Group, INC., based in Richmond, VA, with 45 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 60 clients with $59M 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 | 1.00% |
| $5M+ | 0.75% |
For balanced accounts, the fee schedule is 1.0% for non-fixed-income assets and 0.5% for fixed-income assets for accounts up to $5,000,000 and negotiable above that. South Atlantic Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where South Atlantic Capital deems it appropriate under the circumstances.
Fee Estimator
Location
Richmond, VA
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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
South Atlantic Capital Management Group, INC.
Previous Registrations
Ei Capital Distributors, LLCBroker
Butler Capital PartnersBroker
Scott & Stringfellow, 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.