John Couric is a registered investment advisor at Couric Financial, based in Lynch Station, VA, with 25 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 80 clients with $47M 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 | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable. Automated Investment Portfolios –Fees are 0.65% annually. Accounts with American Funds are subject to an asset-based fee of 0.25% annually which may be negotiable. Accounts with Eaton Vance are subject to an asset-based fee of 0.50% annually which may be negotiable.
Fee Estimator
Location
Lynch Station, VA
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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 sells fixed insurance products, including life, health, disability, annuities, and LTC, dedicating minimal time. He also owns Couric Company, LLC, providing tax preparation and services, and works as an enrolled agent for tax services, spending about 10-20% of his time on these activities. Finally, John is a director for a non-profit organization, dedicating a few hours per week.
Employment History
Current Registrations
Couric Financial
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Edward JonesBroker
Wm Financial Services, INC.Broker
Edward JonesBroker
State Registrations2 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.