JB
JB

John Bennett

14 Years of Experience
Dawsonville, GA
1 DisclosureSells Insurance

John Bennett is a registered investment advisor at Reliastar Capital Management, INC., based in Dawsonville, GA, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 89 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
89 clients
Average Client Portfolio
$282K average
Assets Under Management
$25.1M

Fee Structure

Investment management only (planning not offered)

Reliastar Capital Management uses third-party money managers for investment management. The total annual advisory fee will not exceed 1.45%. A portion of this fee is paid to Reliastar Capital Management, and the details will be in the third-party money manager's advisory agreement. The billing procedures vary based on the chosen third-party money manager.

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Location

1100 Old Dawson Village Road, Suite 120, Dawsonville, GA, 30534

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History

Regulatory History (1)
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Judgment / Lien
April 2008
Other Business ActivitiesSells Insurance

John is the President of The Bennett Financial Group, Inc. and represents insurance companies as an insurance agent. He is also a part owner of Dawson CrossFit, dedicating minimal time to it.

Employment History
Current Registrations
Reliastar Capital Management, INC.
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Christy Capital Management
August 2010 - July 2012 · 1 yr 11 mos
State Registrations2 states
GATX
Advisor

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
No exam information available for this advisor.