John Kirstein is a registered investment advisor at Worchestershire Financial, based in Cisco, TX, with 16 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $4.8M 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 | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on the client's needs and complexity. The firm may charge a fixed fee (not exceeding $3,000/quarter) for managing variable annuities through Prudential Annuities.
Fee Estimator
Location
Cisco, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Employment Separation After Allegations
June 2009Other Business Activities
John is the president and owner of Worcestershire Financial Inc., an S-corporation for coordinating personal income, spending minimal time on it. He also engages in occasional flooring work and sells personally created artwork at art trade shows, spending a few hours per week on these activities, conducted through the S-corp.
Employment History
Current Registrations
Worchestershire Financial
Previous Registrations
Worchestershire Financial, INC.
Paragon Wealth Strategies, 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.