John Mayberry is a registered investment advisor at Core Asset Management Company, based in Sausalito, CA, with 13 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, Retirement Planning. Their firm serves 16 clients with $37M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.88% |
| $3M+ | 0.75% |
Fees may be different for some clients based on previous fee schedules or negotiated rates.
Fee Estimator
Location
15 Issaquah Dock, 15, Sausalito, CA, 94966
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Core Asset Management Company
State Registrations2 states
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