John Cruse is a registered investment advisor at Cruse Investments, based in Petaluma, CA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 85 clients with $58M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
85 clients
Average Client Portfolio
$687K average
Assets Under Management
$58.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Petaluma, CA
Get directionsHistory
Regulatory History (2)
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Regulatory
July 2013Final
Employment Separation After Allegations
June 2011Employment History
Current Registrations
Cruse Investments
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
LPL Financial LLC
July 2011 - July 2013 · 2 yrs
LPL Financial LLCBroker
July 2011 - July 2013 · 2 yrs
Wells Fargo Advisors, LLC
January 2011 - June 2011 · 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2011 · 5 mos
Wells Fargo Investments, LLC
August 2001 - January 2011 · 9 yrs 5 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Securities INC.Broker
February 2001 - May 2001 · 3 mos
State Registrations1 state
CA
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.