JF
JF
John Farrell
17 Years of Experience
Millsboro, DE
1 Disclosure
John Farrell is a registered investment advisor at Greenwich Financial Advisors, LLC, based in Millsboro, DE, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 44 clients with $34M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$784K average
Assets Under Management
$34.5M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Millsboro, DE
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2010Denied
Employment History
Current Registrations
Greenwich Financial Advisors, LLC
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Pacific West Financial Consultant INC
November 2009 - December 2010 · 1 yr 1 mo
Wells Fargo Advisors, LLC
February 2009 - November 2009 · 9 mos
State Registrations3 states
CTDENY
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.