John Onesti is a CFP-designated registered investment advisor at John Moore & Associates INC, based in Albuquerque, NM, with 17 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. Their firm serves 731 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
John Moore & Associates (JMA) charges an annual fee based on the value of your investments. The fee varies depending on the investment strategy and the amount you invest.
For Equity, Dynamic Equity, Equity Income, JMA Growth, JMA Balanced, JMA Balanced with Growth or Freedom strategies:
- Up to $300,000: 1.25%
- $300,001-$500,000: 1.13%
- $500,001 to $3,000,000: 1.00%
- $3,000,001 to $5,000,000: 0.85%
- Over $5,000,000: Negotiable
For Managed Bonds and Income strategies:
- Up to $1,000,000: 0.88%
- $1,000,001-$3,000,000: 0.77%
- $3,000,001 to $5,000,000: 0.66%
- Over $5,000,000: Negotiable
For Cash Management, Annuities and Non-Strategy Holdings:
- Up to $1,000,000: 0.25%
- $1,000,001 to $3,000,000: 0.15%
- $3,000,001 to $5,000,000: 0.10%
- Over $5,000,000: Negotiable
For Freedom SMA:
- Up to $1,000,000: 1.75%
- $1,000,001 to $3,000,000: 1.50%
- $3,000,001 to $5,000,000: 1.25%
- Over $5,000,000: Negotiable
For Freedom UMA:
- Up to $1,000,000: 1.50%
- $1,000,001 to $3,000,000: 1.25%
- $3,000,001 to $5,000,000: 1.00%
- Over $5,000,000: Negotiable
Location
8220 San Pedro Dr Ne, Suite 310, Albuquerque, NM, 87113
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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 →Employment History
Current Registrations
John Moore & Associates INC
Previous Registrations
Empower Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
The Mutual Fund Store
Onesti Investment Advisors
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations1 state
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.