John Hackney is a registered investment advisor at Portfolio Medics, LLC, based in Marlboro, NY, 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M 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 $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
Marlboro, NY
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.