John Diczok
John Diczok is a registered investment advisor at Anovest Investment Advisors, based in Marietta, GA, 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anovest Investment Advisors' fees for managing your investments are based on a percentage of the value of your portfolio. The exact percentage depends on the specific portfolio model you choose and the amount you invest. Fees are calculated quarterly based on the value of your account at the end of the previous quarter. Fees may be negotiable for larger accounts.
Here's a breakdown of the fees for different portfolio types:
- Anovest Income: 1.00% to 1.25% depending on account size, or 0.60% if invested only in mutual funds.
- Anovest Wealth: 1.00% to 1.25% depending on account size, or 0.70% if invested only in mutual funds.
- Anovest Wisdom: 1.25% to 2.25% depending on account size, or 0.75% to 1.50% if invested only in mutual funds.
- Anovest Discipline: 1.50% to 2.50% depending on account size, or 1.00% to 1.75% if invested only in mutual funds.
- Anovest Investor: 1.50% to 2.50% depending on account size, or 1.00% to 1.75% if invested only in mutual funds.
- Anovest Select: 1.75% to 2.50% depending on account size.
Location
3225 Shallowford Road, Suite 220, Marietta, GA, 30062
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
John is involved with Campbell Development Group since 2003, including a children's website, business consulting, and tax preparation, taking minimal time for each. He also works as an IAR for Anovest Investment Advisors, dedicating minimal time to customer service.
Employment History
Current Registrations
Anovest Investment Advisors
Anovest Financial Services, INC.Broker
Previous Registrations
Sterne Agee Financial Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
Sal Financial ServicesBroker
Dean Witter Reynolds INC.Broker
State Registrations4 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.