John Riddle is a CFA-designated registered investment advisor at Brand Asset Management Group, INC., based in Castle Rock, CO, with 11 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 355 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BAMG's fees for investment management are based on the value of your portfolio and are charged quarterly in advance.
Mosaic Wealth Management & Institutional Advisory
- First $3,000,000: 1.00% per year
- Next $3,000,000: 0.80% per year
- Next $4,000,000: 0.60% per year
- Over $10,000,000: 0.40% per year
There is a minimum quarterly fee of $11,500, which includes advisory services, estate, and tax planning. The minimum quarterly fee can be reduced to $9,500 for advisory services and one Mosaic offering, or $7,500 for advisory services alone.
Brand Family Office
- First $20,000,000: 0.40% per year
- Next $30,000,000: 0.20% per year
- Over $50,000,000: 0.15% per year
Fees are negotiable based on the services you require, the type of assets held, prior relationships, and the intention to have BAMG manage additional assets in the future.
Location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
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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 an Investment Advisor Representative (IAR) with Jackson Creek Investment Advisors, LLC since July 2020. He spends about 100 hours per month, including 25 hours on trading activities.
Employment History
Current Registrations
Brand Asset Management Group, INC.
Jackson Creek Investment Advisors LLC
Previous Registrations
Duff & Phelps Investment Management CO.
Capital West Asset Management LLC
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.