John Coppola is a registered investment advisor at Client First Advisors, LLC, based in Mount Pleasant, SC, with 16 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 17 clients with $8.5M 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% |
Fees are negotiable based on individual circumstances and complexity.
Fee Estimator
Location
Mount Pleasant, SC
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 Activities
Since 2018, John has been the Managing Member of Sanctuary Investment Group, LLC and Charleston Opportunity Fund, LP, offering investments in limited partnerships. This takes a few hours per week.
Employment History
Current Registrations
Client First Advisors, LLC
Previous Registrations
Liberty Partners Financial Services, LLCBroker
Forefront Capital Markets LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quad Capital, LLCBroker
Assent LLCBroker
Brookstreet Securities CorporationBroker
Trinix Securities LLCBroker
State Registrations3 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.