John Tassone is a registered investment advisor at Fft Wealth Management, based in Palm Beach, FL, with 18 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFT Wealth Management charges either an annual fee based on the value of your portfolio or a fixed annual fee for investment management. The asset-based fee generally ranges from 0.25% to 1.50% of the portfolio value, depending on the size of the portfolio, the complexity, and the services provided. Fixed fees generally range from $5,000 to $2,000,000 annually.
Location
230 Royal Palm Way, Suite 200, Palm Beach, FL, 33480
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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 →Employment History
Current Registrations
Fft Wealth Management
Previous Registrations
Lido Advisors
Boston Private Wealth
Steelbridge Private Wealth Advisors LLC
Bakeravenue
Deltec Wealth Management, LLC
Genspring Family Offices, LLC
State Registrations1 state
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.