John Chavez is a registered investment advisor at Multnomah Group, INC., based in Carlsbad, CA, 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, Retirement Planning. Their firm serves 188 clients with $2.7B 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.25% |
Fees are calculated quarterly in advance based on the market value of the account.
Fee Estimator
Location
Carlsbad, CA
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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 a managing partner of That Pizza Place in Carlsbad, CA, since 2020. This requires about a quarter of his time and is not investment related.
Employment History
Current Registrations
Multnomah Group, INC.
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Multnomah Group, INC.
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Prudential Investment Management Services LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Scudder Investor Services, 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.
Exams
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