John Tympanick
John Tympanick is a registered investment advisor at Global Vision Financial Services, based in Sagamore Beach, MA, 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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 34 clients with $70M 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 $500K | 0.75% |
| $500K - $999K | 0.50% |
| $999K+ | 0.25% |
Minimum account size is $250,000, subject to a minimum annual fee of $1,250 (or 50 basis points).
Fee Estimator
Location
110 State Road, Suite #5, Sagamore Beach, MA, 02562
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 Activities
John is a principal at JWT Investment and Tax Consultant, providing investment advising, financial planning, and tax advising. He also serves on the investment committee for Massachusetts Medical Malpractice Reinsurance Plan, dedicating minimal time, and is a hearing officer for the Massachusetts Board of Bar Overseers, with potential minimal time commitment.
Employment History
Current Registrations
Global Vision Financial Services
Global Vision Financial Services
State Registrations2 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.