JT
JT

John Tyrpin

31 Years of Experience
Broker

John Tyrpin is a registered investment advisor at Oberweis Asset Management INC, based in Lisle, IL, 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. Their firm serves 108 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
108 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

A discounted fee schedule may be negotiated for the fixed income portion of an account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3333 Warrenville Road, Suite 500, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Oberweis Asset Management INC
June 2017 - Present · 8 yrs 10 mos
Oberweis Securities, INC.Broker
June 2004 - Present · 21 yrs 10 mos
Previous Registrations
Oberweis Securities, INC.
June 2004 - December 2010 · 6 yrs 6 mos
Wayne Hummer Asset Management Company
November 2001 - January 2005 · 3 yrs 2 mos
Wayne Hummer Investments L.L.C.Broker
March 1995 - June 2004 · 9 yrs 3 mos
State Registrations23 states
ALAZCACOCTFLGAILINKYMAMDMIMTNCNJNYOHPATNVAWAWI
AdvisorBrokerBoth

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.