John Choi
John Choi is a registered investment advisor at Epiphany Capital, based in Vernon Hills, IL, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The fee for the first $1,000,000 is included in the financial advisement fee of $10,000. Fees are negotiable.
Fee Estimator
Location
10 West Phillip Road, Suite 125, Vernon Hills, IL, 60061
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2007Other Business ActivitiesSells Insurance
John is an independent insurance agent selling fixed and indexed annuities since 2003. He is also an independent insurance agent selling health insurance since 2003.
Employment History
Current Registrations
Epiphany Capital
Previous Registrations
Linsco/private Ledger CORP.
Wachovia Securities Financial Network, INC.
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.