John Clagett
John Clagett is a registered investment advisor at One Capital Management, LLC, based in Fort Collins, CO, with 32 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
145 North College Avenue, Suite G, Fort Collins, CO, 80524
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
John is the owner/president of Q4 Wealth Management, Inc., offering investment and advisory services, dedicating full-time hours to this role. He also works as an agent for Crump Life Insurance, evaluating term insurance for clients and writing policies, spending a few hours per week on this activity.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Cascade Financial Management, INC.
Cascade Financial Management, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Piper Jaffray INC.Broker
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.