John Micklitsch
John Micklitsch is a registered investment advisor at Ancora Advisors LLC, based in Mayfield Heights, OH, with 15 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 307 clients with $4.6B 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Schedule reflects the Managed Allocation Strategies tier rates. Equity strategies start at 1.00% for under $10M and scale down to 0.70% for over $50M. Fixed income strategies start at 0.75% for the first $1M and scale down to 0.20% for the next $10M. Fees are negotiable for larger accounts.
Fee Estimator
Location
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH, 44124
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 ActivitiesSells Insurance
John is a director of Biltmore Trust and Biltmore Insurance, receiving no compensation for these roles. The time commitment is not specified.
Employment History
Current Registrations
Ancora Advisors LLC
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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