John Sedberry
John Sedberry is a registered investment advisor at Carmel Capital Partners, LLC, based in San Diego, 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 Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carmel Capital Partners charges an annual fee based on the value of your investments, ranging from 0.60% to 1.50%. The fee is determined by the type and complexity of your account. The fee is billed quarterly in advance or monthly in arrears, depending on the custodian. Fees may be negotiable. They may also charge a performance-based fee to certain qualified clients.
Location
10085 Carroll Canyon Road, Suite 150, San Diego, CA, 92131
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Karl is a shareholder in Karl Strauss, with non-passive ownership. This activity is investment related.
Employment History
Current Registrations
Carmel Capital Partners, LLC
Superior Planning Wealth Management & Family Office
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ifmg Securities, INC.Broker
Atlas Securities, INC.Broker
Wm Financial Services, INC.Broker
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.