John Haggar is a registered investment advisor at Jd Haggar Financial, based in Castle Rock, CO, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 3 clients with $700K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JD Haggar Financial charges an annual fee based on a percentage of the value of your portfolio. This fee typically ranges from 0.75% to 1.50% of your portfolio's value. The maximum annual fee, including fees charged separately by independent managers, will not exceed 1.75% of your portfolio's value. Fees are billed quarterly, in arrears, based on the portfolio's value or average daily balance. The firm may agree to invoice you directly or negotiate other payment arrangements.
Location
Castle Rock, CO
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Regulatory History (2)
Regulatory
July 2024Judgment / Lien
March 2023Other Business Activities
John is a board member of the Ed Haggar Family Foundation, a non-profit organization, since 1985. He dedicates minimal time to assisting in deciding which organizations are in need of money and helps get the money to them.
Employment History
Current Registrations
Jd Haggar Financial
Previous Registrations
Cedrus LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Cedrus
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
J.D. Haggar Financial INC.
J.D. Haggar Financial INC.
Raymond James Financial Services, 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.