John Carlisle is a registered investment advisor at Americana Partners, LLC, based in Dallas, TX, 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 Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
8343 Douglas Ave., Suite 150, Dallas, TX, 75225
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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.
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John is a member/owner of Five Pesos Partners LLC, a ticket brokerage business, since 2016. He spends minimal time on this non-investment related activity, mainly attending one board meeting per year and occasionally using the inventory for personal use.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Jefferies LLCBroker
Morgan Stanley & CO. LLCBroker
UBS Securities LLCBroker
Abn Amro IncorporatedBroker
Abn Amro Securities LLCBroker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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