John Long
John Long is a registered investment advisor at Total Clarity Wealth Management, INC, based in Lisle, IL, with 30 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, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 996 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Total Clarity offers several investment management programs, including Vision, Value, and PreActive accounts. Fees are calculated as a percentage of the account value, billed quarterly.
- Vision and Value Accounts: Fees are based on the account value at the end of the previous quarter.
- PreActive Accounts: Fees are based on the average daily balance of the account over the previous quarter.
Fees are negotiable and may vary among advisors. The total fee for Value and PreActive accounts (advisory fee plus transaction fees) could be high compared to industry standards. There are also Vision CB and Value CB accounts with different billing schedules.
Location
Lisle, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1999Other Business ActivitiesSells Insurance
John is a teacher/instructor, a referee/coach for various sports, and provides investment advisory services through Total Clarity Wealth Management, Inc, where he spends nearly full-time. He also has a DBA for LPL business under J. Long & Associates and Total Clarity Wealth Management, Inc.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
LPL Financial LLCBroker
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLC
Edward D. Jones & CO., L.P.Broker
State Registrations4 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.