John Saunders
John Saunders is a registered investment advisor at John C. Saunders, C.P.A., P.C., based in Rochester, NY, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 7 clients with $3M 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 $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable and subject to break points for amounts over $10,000,000.
Fee Estimator
Location
99 Park Avenue, Ste. B, Rochester, NY, 14607
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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 a Certified Public Accountant, dedicating full-time hours to his accounting practice. He is also an independent insurance agent with Saunders Associates Inc., spending about 20% of his time on sales and service of life, health, LTC, and fixed annuities.
Employment History
Current Registrations
John C. Saunders, C.P.A., P.C.
State Registrations1 state
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