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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 88 clients with $65M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
88 clients
Average Client Portfolio
$735K average
Assets Under Management
$64.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M - $5.5M | 0.70% |
| $5.5M - $10.5M | 0.60% |
| $10.5M+ | 0.50% |
Subject to a minimum annual fee of $7,500. Fees are negotiable.
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 7 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