John Reis is a registered investment advisor at Ervin Investment Management, based in Solana Beach, CA, with 17 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, Investment Management, Retirement Planning. Their firm serves 102 clients with $240M 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 $4.0M | 0.40% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees are occasionally negotiable for certain client circumstances.
Fee Estimator
Location
Solana Beach, CA
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 Activities
John is the CEO and owner of Reis Investment Management, which he started in 1994. He dedicates about three-quarters of his time to this business, including about half his time during trading hours, but the business will cease operations in April 2019.
Employment History
Current Registrations
Ervin Investment Management
Previous Registrations
Reis Investment Management, INC.
Reis Investment Management, INC.
State Registrations2 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.