John Vansant
John Vansant is a registered investment advisor at Colorado Financial Service Corporation, based in Mount Pleasant, SC, with 22 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
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
John is part owner of Cascade Apollon LLC for tax/investment purposes and owns rental real estate. He also provides investment advisory services through Apollon Financial LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Colorado Financial Service CorporationBroker
Colorado Financial Service Corporation
Fidelis Wealth Advisors
Previous Registrations
Apollon Financial, LLC
LPL Financial LLCBroker
Cabot Lodge Securities LLCBroker
Apollon Wealth Management, LLC
Holmes & Turner Financial Services, INC.
Cascade Financial Management, INC.
Cascade Financial Management, INC.Broker
PFS Investments INC.Broker
State Registrations7 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
More Advisors
- Dalton Heffel, CFPOsaic Wealth, INC.
- Claudia Bellars, CFPBellars Harris Wealth Management
- Susan Hunter, CFP5c Capital Management, LLC
- Hayden Sewell, CFPEdward Jones
- James Plair, ChFCEquitable Advisors, LLC
- Garrett Conley, CFPInvesco Advisers, INC.