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CFA

John Pandtle

Cary Street Partners
Richmond, VA
1 Disclosure
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John Pandtle is a CFA-designated registered investment advisor at Cary Street Partners, based in Richmond, VA. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B in assets under management.

Cary Street Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
6,988 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5609 Patterson Ave, Suite B, Richmond, VA, 23226

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History

Regulatory History (1)
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Judgment / Lien
June 2025
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cary Street Partners
September 2026 - Present · 1 mo
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.
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