John Light is a registered investment advisor at Graves Light Lenhart, based in Harrisonburg, VA, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 408 clients with $1.1B 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 $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $12.5M | 0.50% |
| $12.5M+ | 0.35% |
GLL may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
100 South Mason Street,Suite C, Harrisonburg, VA, 22801
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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.
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John is the executor of his father's estate and trustee for two trusts for his niece and nephew, all investment-related, dedicating minimal time to each. He also owns 26.6% of Springhill Farm of Virginia, LLC, a family farm, and acts as its general manager, spending a few hours per week on this.
Employment History
Current Registrations
Graves Light Lenhart
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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