John Hackney
John Hackney is a registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
Get directionsHistory
Regulatory History (7)
Judgment / Lien
June 2019Judgment / Lien
March 2018Judgment / Lien
July 2017Judgment / Lien
November 2016Judgment / Lien
April 2014Judgment / Lien
April 2008Criminal
July 1994Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Morgan Stanley & CO., IncorporatedBroker
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.