John Antonakos
John Antonakos is a registered investment advisor at Integrated Financial Strategies, INC., based in San Mateo, CA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $72M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable. The total annual advisory fee for referrals to third-party managers will not exceed 1.5%.
Fee Estimator
Location
177 Bovet Road, Suite 600, San Mateo, CA, 94402
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 a sole practitioner practicing law. He spends nearly full-time on this activity.
Employment History
Current Registrations
Integrated Financial Strategies, INC.
Previous Registrations
Qa3 Financial LLC
State Registrations1 state
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.