Jon Orcutt is a registered investment advisor at Afl Advisory Group LLC, based in Olean, NY, with 11 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 65 clients with $32M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
65 clients
Average Client Portfolio
$489K average
Assets Under Management
$31.8M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.20% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2442 Constitution Ave., Olean, NY, 14760
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2009Settled
Customer Dispute
March 2007Settled
Other Business Activities
Jon owns Allocation for Life, a subscription-based investment newsletter he started in 2011. The newsletter offers no advice, and Jon has no contact with subscribers.
Employment History
Current Registrations
Afl Advisory Group LLC
November 2014 - Present · 11 yrs 6 mos
State Registrations3 states
NCNJNY
Advisor
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
No exam information available for this advisor.