John Crain
John Crain is a registered investment advisor at Chapin Davis Asset Management, based in Reisterstown, MD, with 30 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 555 clients with $640M 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 | 2.00% |
Standard fee is 2.00% annually and may be negotiated based on account size, portfolio complexity, and service model. Does not include brokerage commissions or transaction fees.
Fee Estimator
Location
Reisterstown, MD
Get directionsHistory
Regulatory History (2)
Regulatory
March 2020Employment Separation After Allegations
February 2018Other Business ActivitiesSells Insurance
John works as an agent for Crump Insurance and Chapin Davis Insurance, selling life, health, long-term care, disability insurance, fixed annuities, and variable insurance products. He dedicates minimal time to each agency.
Employment History
Current Registrations
Chapin, Davis
Chapin, DavisBroker
Chapin Davis Asset Management
Previous Registrations
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Wachovia Securities Financial Network, INC.
Wachovia Securities Financial Network, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations18 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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