John Zaleski
John Zaleski is a registered investment advisor at Level Four Advisory Services, based in Culpeper, VA, with 30 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
763 Madison Road, Suite 203, Culpeper, VA, 22701
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 an Investment Advisor Representative with Level Four Advisory Services, LLC, managing investments for clients and dedicating nearly full-time hours to this role. He is also a member of an LLC that owns rental properties since 2004 and a life insurance agent since 1995, spending minimal time on insurance sales.
Employment History
Current Registrations
Level Four Financial, LLC
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Mid-Atlantic Securities, INC.
Mai Corporation
Mid-Atlantic Securities, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations1 state
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.