John Cha is a registered investment advisor at Vbl Advisors LLC, based in Walnut Creek, CA, with 19 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, Investment Management. Their firm serves 47 clients with $70M 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 $3.0M | 1.50% |
| $3.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $40.0M | 0.75% |
| $40.0M - $60.0M | 0.65% |
| $60M+ | 0.50% |
Fee Estimator
Location
1550 Parkside Drive, Suite 130, Walnut Creek, CA, 94596
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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
Vbl Advisors LLC
Previous Registrations
Twin Lakes Capital
Tla Capital Management, LLC
Tla Capital Management, LLC
Tla Capital Management, LLC
Twin Lakes Capital
State Registrations2 states
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