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John Schweingrouber
9 Years of Experience
Richlands, VA
1 Disclosure
John Schweingrouber is a registered investment advisor at Vistafront Partners INC, based in Richlands, VA, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $640K in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
24 clients
Average Client Portfolio
$27K average
Assets Under Management
$642K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Richlands, VA
Get directionsHistory
Regulatory History (1)
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Financial
July 2019Final
Other Business Activities
John is an author and sells novels online since 2007. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Vistafront Partners INC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Virginia Financial Innovation CORP.
January 2016 - December 2016 · 11 mos
Virginia Financial Innovation CORP.
May 2014 - December 2014 · 7 mos
Virginia Financial Innovation CORP.
March 2009 - December 2011 · 2 yrs 9 mos
State Registrations2 states
KYVA
Advisor
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.
Exams
No exam information available for this advisor.