JF
JF
John Ferguson
28 Years of Experience
Mt. Crested Butte, CO
1 Disclosure
John Ferguson is a registered investment advisor at Sky Ridge Wealth Management LLC, based in Mt. Crested Butte, CO, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 17 clients with $33M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
17 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$33.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Published fees are negotiable. Accounts for the same individual or household are aggregated for fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mt. Crested Butte, CO
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Regulatory History (1)
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Customer Dispute
June 2004Denied
Employment History
Current Registrations
Sky Ridge Wealth Management LLC
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
The Western Wealth Group, INC.
March 2017 - April 2020 · 3 yrs 1 mo
Charles Schwab & CO., INC.
July 2007 - January 2017 · 9 yrs 6 mos
Charles Schwab & CO., INC.
January 1999 - December 2005 · 6 yrs 11 mos
Charles Schwab & CO., INC.Broker
January 1998 - January 2017 · 19 yrs
State Registrations1 state
CO
Advisor
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.
Exams
No exam information available for this advisor.