John Pestrichelli

14 Years of Experience

Palm Beach Gardens, FL

1 Disclosure

John Pestrichelli is a registered investment advisor at Zega Investments, LLC, based in Palm Beach Gardens, FL, with 14 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 1,043 clients with $550M in assets under management.

Zega Investments, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

6 advisors

Number of Clients

1,043 clients

Average Client Portfolio

$526K average

Assets Under Management

$548.8M

Fee Structure

Investment management only (planning not offered)

Minimum Annual Fee:$1,000

ZEGA Investments charges a percentage of the assets they manage for you. This fee ranges from 0.50% to 1.75% per year. There is a $1,000 minimum fee. The fee is negotiable based on the complexity of your situation, your financial situation, and your objectives.

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Location

3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)

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Criminal

August 1992

Final Disposition

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Employment History

Current Registrations

Zega Investments, LLC

August 2024 - Present · 1 yr 9 mos

Previous Registrations

Zega Financial, LLC

June 2011 - January 2025 · 13 yrs 7 mos

State Registrations2 states

FLTX

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.

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