John Overstreet
John Overstreet is a registered investment advisor at Bco Wealth Management, LLC, based in Carlsbad, NM, with 27 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 552 clients with $360M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
412 N Canal St, Carlsbad, NM, 88220
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 100% owner of a fixed insurance products business since 1996, and a managing member of ATEAM Productions (tax services), Cole & Overstreet LLC (commercial real estate), Overstreet LLC (personal investments), Burba Cole Overstreet LLC (financial services), and BCO Wealth Management, LLC (Registered Investment Advisor). He also dedicates minimal time to serving on committees at the First Methodist Church.
Employment History
Current Registrations
Bco Wealth Management, LLC
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations32 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.