John Sykora is a CFP-designated registered investment advisor at Monarch Wealth Management, LLC, based in Leawood, KS, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 22 clients with $50M 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 $800K | 1.00% |
| $800K - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
The fee schedule and minimum fee are negotiable based on the dollar amount of assets to be managed, anticipated future earning capacity, other related accounts managed by MWM, the complexity of the asset allocation model and the types of assets maintained in the account, and other relationships and history with the client.
Fee Estimator
Location
4901 W. 136th Street, Suite 21, Leawood, KS, 66224
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is the majority owner of Roar Investments, LLC, an executive suites office leasing business, since 2018. He spends a few hours per week on light bookkeeping tasks for the business.
Employment History
Current Registrations
Monarch Wealth Management, LLC
Previous Registrations
American Century Investment Management INC
State Registrations2 states
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