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JH
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John Huang

Vestech Asset Management INC.
27 Years of Experience
Saint Louis, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Huang is a registered investment advisor at Vestech Asset Management INC., based in Saint Louis, MO, with 27 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 278 clients with $100M in assets under management.

Vestech Asset Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
278 clients
Average Client Portfolio
$359K average
Assets Under Management
$99.7M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.50%

Fees are negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141

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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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Other Business ActivitiesSells Insurance

John is a passive investor in Midland Commerce Insurance, LLC, which offers property and casualty insurance, dedicating minimal time. He is also the President and a financial representative of Vestech Securities, Inc., a broker-dealer, dedicating full-time hours.

Employment History
Current Registrations
Vestech Asset Management INC.
July 2017 - Present · 9 yrs 3 mos
Vestech Securities, INC.Broker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Private Label Money Management, INC.
April 2013 - October 2015 · 2 yrs 6 mos
Oakbridge Financial ServicesBroker
February 2011 - December 2015 · 4 yrs 10 mos
Scottrade, INC.Broker
August 2004 - February 2009 · 4 yrs 6 mos
Redwood Securities Group, INC.
March 2004 - August 2004 · 5 mos
Redwood Securities Group, INC.Broker
January 2004 - August 2004 · 7 mos
Camden Securities, INC.Broker
September 2002 - August 2003 · 11 mos
Asi Investments, INC.Broker
February 2000 - August 2001 · 1 yr 6 mos
Stock USA, INC.Broker
October 1999 - November 2001 · 2 yrs 1 mo
Milestone Financial Services, INC.Broker
October 1999 - November 1999 · 1 mo
Bestrade INC.Broker
September 1998 - November 1999 · 1 yr 2 mos
Milestone Financial Services, INC.Broker
November 1997 - August 1998 · 9 mos
Kennedy Securities, INC.Broker
February 1996 - February 1998 · 2 yrs
State Registrations9 states
CAINKSMEMONVPATNTX
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.
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