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 Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 263 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range between 0.60% and 1.50% based on account type and complexity. Fees are negotiable under certain circumstances.
Fee Estimator
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.
Exams
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