John Conte
John Conte is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Concord, MA, with 23 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B 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 up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
300 Baker Avenue, Suite 300, Concord, MA, 01742
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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 ActivitiesSells Insurance
John is an insurance agent with Empire Wealth Strategies, focusing on life insurance sales and service, taking about a quarter to about half of his time. He also owns rental property and dedicates minimal time to it, and is a proprietor/owner at Oliver Capital Management, assisting clients with financial planning and offering insurance products, also taking about a quarter to about half of his time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations17 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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