John Mousel
John Mousel is a CFP-designated registered investment advisor at Fifth Third Securities, INC., based in Byron Center, MI, with 26 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. Maximum fee is 1.50%.
Fee Estimator
Location
2384 84th St., Byron Center, MI, 49315
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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 →Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
State Farm Vp Management CORP.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.
Signator Investors, INC.Broker
AXA Advisors, LLCBroker
Legend Equities CorporationBroker
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, INC.Broker
State Registrations14 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.
Exams
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