John Dubinsky is a registered investment advisor at North Financial INC, based in University Place, WA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 381 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North Financial Inc offers three different investment portfolios with varying fees based on complexity and time spent on each portfolio:
- Income Portfolio: 0.35% per year
- Balanced Portfolio: 1.15% per year
- Growth Portfolio: 2.00% per year
Location
4103 Bridgeport Way West, Suite C, University Place, WA, 98466
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the owner and president of North Financial, Inc., an accounting and tax preparation business, since 2004. He dedicates about half his time to this business, with about a quarter of his time spent during trading hours.
Employment History
Current Registrations
North Financial INC
Previous Registrations
Financial Advocates Investment Management
Sabin Investment Management, INC.
Larry D. Sabin and Company
State Registrations1 state
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.