John Carey is a CFP-designated registered investment advisor at Jp Wealth Management, INC., based in Mt. Pleasant, SC, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 78 clients with $250M 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 - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
3401 Salterbeck Court, Suite 202, Mt. Pleasant, SC, 29466-7117
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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 board member and shareholder of Cube Components, Inc., an electronic components company, since 2016. He spends a few hours per week on this activity, with minimal time during securities trading hours, and primarily reviews and advises.
Employment History
Current Registrations
Jp Wealth Management, INC.
State Registrations1 state
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