John Oglesby is a CFA-designated registered investment advisor at West Paces Advisors, INC., based in Atlanta, GA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 255 clients with $1B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Pricing for portfolios over $25 million is individually negotiated. Relationships valued at less than $3 million may be accepted but will be billed at the rate of 1.25% per year.
Fee Estimator
Location
3284 Northside Parkway, N.W., Suite 485, Atlanta, GA, 30327
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 →Employment History
Current Registrations
West Paces Advisors, INC.
Previous Registrations
Northern Trust Bank Fsb
Legacy South INC
State Registrations2 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.