John Wilson
John Wilson is a PFS-designated registered investment advisor at Dkcb Financial Advisors, LLC, based in Rochester, NY, 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 High Net Worth, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for amounts over $1,000,001. At DKCB's discretion, client accounts from one household may be consolidated with client accounts from other households to aggregate account values for fee calculations. The annual fee may then be based on an aggregate value of all accounts within the combined household.
Fee Estimator
Location
100 Meridian Centre Blvd., Suite 200, Rochester, NY, 14618
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
John is a member and advisor for Davie Kaplan Wealth Care Advisors, LLC, focusing on financial services and planning. He also refers insurance business through Davie Kaplan Wealthcare Advisors, LLC (Insurance) and acts as power of attorney for his mother-in-law.
Employment History
Current Registrations
Dkcb Financial Advisors, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
1st Global Capital CORP.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.