John Abood
John Abood is a CFP-designated registered investment advisor at Investment Management & Planning LLC, based in Greenville, DE, with 31 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 511 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and vary by program, not to exceed 2.5% for general asset management (though certain specialized programs like Manager Access Select allow up to 3.0%).
Fee Estimator
Location
20 Montchanin Road, Suite 270, Greenville, DE, 19807
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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 Activities
John is involved with Investment Management & Planning, LLC as a registered investment advisor, dedicating full-time hours. He also has Abood Financial, Inc. as a business entity for tax/investment purposes, spending about a quarter of his time overall and about 10-20% of his time during securities trading.
Employment History
Current Registrations
Investment Management & Planning LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Management & Planning LLC
LPL Financial LLC
Financial House, INC.
Financial House, INC.
Independent Advisers Group CORP
Jefferson Pilot Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations26 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.
Exams
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