John Spring
John Spring is a CFP-designated registered investment advisor at Epic Wealth Management LLC, based in Red Bank, NJ, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 93 clients with $14M 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 $250K | 1.45% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.30% |
| $2.5M+ | 1.25% |
Sub-Advisors provide direct management services for most of our clients and receive a negotiated portion of the above fee. EPIC may choose to negotiate any of our own fees.
Fee Estimator
Location
2 Bridge Avenue, Suite 633B, Red Bank, NJ, 07701
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 the owner of Monarch Group J.E.S. LLC, an independent insurance agency selling fixed insurance products and health insurance. This activity takes minimal time.
Employment History
Current Registrations
Epic Wealth Management LLC
Previous Registrations
Fountainhead Capital Management, LLC
Chelsea Financial ServicesBroker
LPL Financial LLCBroker
Grayson Financial LLCBroker
M.S. Farrell & Company, INC.Broker
State Registrations3 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.