John Coumarianos is a registered investment advisor at Mindful Advisory, LLC, based in Northvale, NJ, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $3.5M 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 $1000K | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are negotiable. In some cases, Mindful Advisory may charge a flat annual fee between $3,000 and $5,000.
Fee Estimator
Location
Northvale, NJ
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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 Activities
In addition to his role at Mindful Advisory, John works as a writer/editor for CityWireUSA, a financial publication. He spends about 10-20% of his time on this activity, which he began in March 2020.
Employment History
Current Registrations
Mindful Advisory, LLC
Previous Registrations
RIA Advisors
Hamilton Research and Management, LLC
Strategic Advisers, INC.
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.