John Kline
John Kline is a registered investment advisor at Money Concepts Advisory Service, based in Frankfort, KY, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
4 Hudson Hollow Road, Frankfort, KY, 40601
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
John is involved in several business activities, including Kline's Inc. (management services), Advanced Financial Solutions Group, LLC (business manager), Frankfort Holdings, Inc. (holding company), Relax and Rekline Farms (farming), MSK Properties, LLC (commercial property management), Kline's Financial Services, LLC, Albrite Financial Group, LLC, and selling health insurance and supplements. These activities take up varying amounts of John's time, ranging from minimal to about a quarter of his time.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations9 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.
Exams
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