John Fiege is a CFP-designated registered investment advisor at Financial Solutions, based in Onancock, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $49M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
122 clients
Average Client Portfolio
$405K average
Assets Under Management
$49.4M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Minimum annual fee of $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
John Fiege
Location
34 Market St., PO Box 277, Onancock, VA, 23417
Get directionsHistory
Regulatory History (1)
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Criminal
June 2000Final Disposition
Employment History
Current Registrations
Financial Solutions
March 2003 - Present · 23 yrs 2 mos
State Registrations1 state
VA
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.
Contact
John Fiege