John Homer
John Homer is a ChFC-designated registered investment advisor at Portside Wealth Group, LLC, based in Salt LakeCity, UT, 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 Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
455 E. 500 S. Suite 305, Salt LakeCity, UT, 84111
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 the president and owner of Oxford Financial Group and an independent insurance agent selling life insurance and annuity products since 1973, dedicating about 10-20% of his time to this. He is also an IAR with Portside Wealth Group RIA and president of Taylor Acres Homeowner Association.
Employment History
Current Registrations
Portside Wealth Group, LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Townsquare Capital, LLC
Dfpg Investments, LLCBroker
Dfpg Investments, LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
First Western Advisors
First Western AdvisorsBroker
Richards InvestmentsBroker
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.