John Fenton
John Fenton is a CFP-designated registered investment advisor at Flagship Harbor Advisors, LLC, based in Franklin, MA, with 29 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
31 Hayward Street, 2nd Floor, Franklin, MA, 02038
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
John operates his LPL business through Fenton Financial Group. He also provides investment advisory services through Flagship Harbor Advisors, dedicating about 10-20% of his time, and offers fixed life insurance and annuity contracts through Pinnacle IFS, dedicating about 10-20% of his time.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.