John Raybould is a registered investment advisor at Commonwealth Financial Network, based in Salt Lake City, UT, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
4525 South Wasatch Blvd., Suite 250, Salt Lake City, UT, 84124
Get directionsJohn sells fixed insurance products as an insurance agent and is the president and owner of JR Consulting, Inc., which operates a securities business full-time. He also manages JRKR Investments, LLC, a real estate holding company, and is affiliated with Sterling Financial Group, spending minimal time on these activities, and is a trustee for a family trust and sole owner of P960, LLC.
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.