John Zinaich
John Zinaich is a CFP, ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Boonsboro, MD, 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 Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B 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 $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
Boonsboro, MD
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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 ActivitiesSells Insurance
John is the President of Zinaich Capital & Risk Management, where he works a few hours per week selling term life insurance, annuities, indexed life, whole life, and universal life. He also serves as a Trustee at Paramount Baptist Church, dedicating minimal time each month.
Employment History
Current Registrations
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
Previous Registrations
Jefferson Pilot Securities CorporationBroker
Jefferson Pilot Securities CORP
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations17 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.