John Gardini
John Gardini is a registered investment advisor at Partners Capital Services, INC., based in Hauppauge, NY, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 238 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Partners Capital Services uses RBC Clearing and Custody for portfolio management. Fees for investment supervisory services range from 0.75% to 2.50% annually, based on assets managed, services provided, and whether a third party manages the portfolio. Fees are deducted directly from the client's account quarterly or billed quarterly. A portion of the fee goes to RBC or the sub-advisor. Accounts may incur annual fees from the broker-dealer if they don't meet the fee waiver threshold, and some accounts may incur per-trade ticket charges. The suggested minimum account size is $5,000 for individual portfolio management and $100,000 for portfolio management services with a third party.
Location
205 Oser Ave, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the President/Owner of Anthony Associates, Inc. and is involved in several other businesses, including Director of Compliance at Partners Capital Services, Inc., manager of ACP Venture Capital Fund LLC and ACP Venture Capital Management Fund LLC, and member of Juniper One LLC. He also has ownership in several real estate businesses and dedicates about 10-20% of his time to these activities in total.
Employment History
Current Registrations
Partners Capital Services, INC.
American Capital Partners, LLCBroker
Previous Registrations
Julius Baer Securities INC.Broker
Iar Securities CORP.Broker
Ash & CO. IncorporatedBroker
H.J. Meyers & CO., INC.Broker
Investors Associates, INC.Broker
Lew Lieberbaum & CO., INC.Broker
State Registrations10 states
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.