John Benedict
John Benedict is a registered investment advisor at J2 Capital Management, INC., based in Troy, MI, with 15 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, High Net Worth, Investment Management, and 2 more. Their firm serves 209 clients with $200M 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 $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
The above-fee grid does not apply to digital asset management. The maximum fee charged for digital asset management is 1.50%. Fees are negotiable.
Fee Estimator
Location
1301 W Long Lake Rd, Suite 260, Troy, MI, 48098
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 →Other Business ActivitiesSells Insurance
John is an IAR and 50% shareholder of J2 Capital Management, Inc., where his duties include financial planning, client relationship management, and serving as Chief Investment Officer. He also occasionally sells life insurance products, dedicating full-time hours to these activities.
Employment History
Current Registrations
J2 Capital Management, INC.
Previous Registrations
Alpha Cubed Investments, LLC
Regal Investment Advisors LLC
Commonwealth Financial Network
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.