John Huang
John Huang is a registered investment advisor at Vestech Asset Management INC., based in Saint Louis, MO, with 26 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, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Location
11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141
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 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.
Vestech Securities, INC.Broker
Previous Registrations
Private Label Money Management, INC.
Oakbridge Financial ServicesBroker
Scottrade, INC.Broker
Redwood Securities Group, INC.
Redwood Securities Group, INC.Broker
Camden Securities, INC.Broker
Asi Investments, INC.Broker
Stock USA, INC.Broker
Milestone Financial Services, INC.Broker
Bestrade INC.Broker
Milestone Financial Services, INC.Broker
Kennedy Securities, INC.Broker
State Registrations9 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.