John Frencho is a registered investment advisor at Forestview Financial Partners, LLC, based in Columbus, OH, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 58 clients with $55M 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 $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable. When Betterment is used as part of FFP’s Comprehensive Portfolio Management Services to a client, the annual fee schedule is as follows: - **First $1,000,000:** 0.85% per year (FFP: 0.65%, Betterment: 0.20%) - **$1,000,001 - $2,000,000:** 0.70% per year (FFP: 0.50%, Betterment: 0.20%) - **Over $2,000,000:** 0.45% per year (FFP: 0.25%, Betterment: 0.20%) FFP also offers Forestview Foundations Advisory Services, which uses Betterment LLC. The annual fee is 0.50% (FFP: 0.30%, Betterment: 0.20%).
Fee Estimator
Location
Columbus, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jack works as a sales associate at Par Golf of Columbus since August 2020, helping customers choose golf equipment. This takes about half of Jack's time and does not interfere with his duties for Forestview Financial Partners.
Employment History
Current Registrations
Forestview Financial Partners, LLC
State Registrations1 state
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