John Kurtak
John Kurtak is a registered investment advisor at John Hancock Personal Financial Services, LLC, based in Boston, MA, 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 Investment Management, Retirement Planning. Their firm serves 32,545 clients with $2B 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 $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.
Fee Estimator
Location
200 Berkeley Street, Boston, MA, 02116
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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
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLCBroker
Ing Investment Advisors, LLCBroker
Nylife Distributors LLCBroker
Nylife Securities INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fis Securities, INC.Broker
Commonwealth Equity Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations10 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.