John West is a CFA-designated registered investment advisor at Flatrock Wealth Partners LLC, based in Newport Beach, CA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $230M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $35.0M | 0.35% |
| $35M+ | 0.35% |
Fees are negotiable for assets over $35,000,000.
Fee Estimator
Location
1301 Dove Street, Suite 910, Newport Beach, CA, 92660
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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
Flatrock Wealth Partners LLC
Previous Registrations
Foreside Financial Services, LLCBroker
Wurts & Associates INC.
Spring Street Securities, INC.Broker
State Registrations2 states
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