John Quigley is a CFP-designated registered investment advisor at Eq Wealth Management, based in Bellevue, WA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 472 clients with $720M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may differ based on the size of the relationship, level of services needed, or family accounts. Fees for held-away assets are .575% annually. A back office service provider fee of up to 0.04% may also apply.
Fee Estimator
Location
Bellevue, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business Activities
John has a 12.5% ownership in Axiom-West LLC, a real estate project development company, since 2021. He spends about a quarter of his time prior to launch and a few hours per week after launch overseeing the project, which clients may invest in.
Employment History
Current Registrations
Eq Wealth Management
Previous Registrations
Capital Planning LLC
Capital Planning CORP
Linsco/private Ledger CORP.
State Registrations3 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.