John Lovett is a registered investment advisor at Trinity Neches, based in Shepherd, TX, 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, Financial Planning & Coaching, and 4 more. Their firm serves 72 clients with $120M 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 | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Veterans and active military receive a 25% discount. All fees are negotiable.
Fee Estimator
Location
Shepherd, TX
Get directionsHistory
Regulatory History (2)
Criminal
April 2018Customer Dispute
July 2000Other Business Activities
John is an investment committee member for the Masonic Home & School of Texas since 2006 and a trustee for Lovett Cemetery since 2011. These activities are not investment-related.
Employment History
Current Registrations
Trinity Neches
Previous Registrations
Ascension Capital Advisors, INC.
San Jacinto Investment Management & Consulting, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
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.