John Endres is a registered investment advisor at Paragon Capital Advisors, LLC, based in Springfield, PA, 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 Investment Management. Their firm serves 38 clients with $42M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee schedule is negotiable. Rates may deviate based upon the size of the account being managed. For example, a $10 million dollar account may have a fee of less than 0.50% of the assets under management. We may also deviate from the above rate schedule for low complexity accounts that we anticipate will require a lower level of effort. We may also offer a rate that is less than the fee schedule when our client is experiencing a short-term financial hardship.
Fee Estimator
Location
1489 Baltimore Pike, Suite 207, Springfield, PA, 19064
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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 Activities
John is the sole proprietor of John F. Endres, CPA, providing business and tax consulting services since 1998. He dedicates about half of his time to this activity, with most of the hours during securities trading hours.
Employment History
Current Registrations
Paragon Capital Advisors, LLC
State Registrations1 state
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