John Smith is a registered investment advisor at Optimist Capital, based in Palm Beach Gardens, FL, 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 Investment Management, Retirement Planning. Their firm serves 70 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Minimum client relationships are $1mil, however agreements can be made for smaller assets on a case by case basis. All fees are negotiable.
Fee Estimator
Location
2401 Pga Blvd, Suite 148, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the president of International Consultants & Investors, Inc., an expert consulting and compliance firm, since 1978. He dedicates about a quarter of his time to this business, with about half of that time occurring during trading hours.
Employment History
Current Registrations
Optimist Capital
Previous Registrations
Lowry Capital Management Corporation
Mutual Service Corporation
State Registrations1 state
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