John Drohan
John Drohan is a registered investment advisor at Main Effort Financial, INC., based in Holliston, MA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 177 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
747 Washington Street, Holliston, MA, 01746
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 the owner and principal planner of Main Effort Financial, dedicating full-time hours to this RIA. He also engages in several non-investment related activities, including board memberships and co-hosting a radio show, and sells insurance products through AIG, dedicating a few hours per week.
Employment History
Current Registrations
Main Effort Financial, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations2 states
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.