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John Calvert

14 Years of Experience
Houston, TX

John Calvert is a registered investment advisor at The Energy & Minerals Group, based in Houston, TX, with 14 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. Their firm serves 59 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
59 clients
Average Client Portfolio
$221.6M average
Assets Under Management
$13.1B

Fee Structure

Investment management only (planning not offered)

EMG charges an annual management fee ranging from 0.75% to 2% of each investor’s commitment or funded investment. The fee is typically derived from capital commitments and may decrease to be calculated on the net invested capital when the fund's active investment period ends. Investors may also be required to pay a performance fee in the form of carried interest. Some investors in co-investment vehicles may not be subject to carried interest. Investors should refer to the fund's governing documents for a detailed description of fees.

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Location

2229 San Felipe Street, Suite 1300, Houston, TX, 77019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is the President of The Energy Minerals Group and an owner/control person of EMG Fund II Management, LLC and other relying advisors. He dedicates all of his time to the investment management business of EMG.

Employment History
Current Registrations
The Energy & Minerals Group
February 2012 - Present · 14 yrs 3 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
John Calvert - Financial Advisor | TrueAdvisor