John Fremont-Smith
John Fremont-Smith is a registered investment advisor at Friends Wealth Management, based in Ellicott City, MD, with 25 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are non-negotiable.
Fee Estimator
Location
Ellicott City, MD
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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 ActivitiesSells Insurance
John is a licensed insurance agent.
Employment History
Current Registrations
Friends Wealth Management
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Touchstone Securities, INC.Broker
Mfs Fund Distributors, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
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.