JM
JM

John Minnick

46 Years of Experience
Topeka, KS

John Minnick is a registered investment advisor at Minnick Capital Management, based in Topeka, KS, with 46 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 76 clients with $19M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
76 clients
Average Client Portfolio
$255K average
Assets Under Management
$19.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Management fees are not negotiable except for a specific charity. The firm also offers counseling services at $400/hour.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

5879 S.W. 29th Street, Topeka, KS, 66614

Get directions

History

Regulatory History
Clean regulatory record

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

John serves as the corporate secretary and director of his college fraternity alumni association, and as an investment adviser to the association and its tax-exempt foundation, dedicating a few hours per week. He is also a licensed attorney, handling legal matters for himself and family members, and serves as trustee for several family trusts, spending minimal time per month on these activities.

Employment History
Current Registrations
Minnick Capital Management
August 1979 - Present · 46 yrs 9 mos
Previous Registrations
Minnick Capital Management
August 1979 - December 2002 · 23 yrs 4 mos
State Registrations2 states
KSTX
Advisor

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
No exam information available for this advisor.