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John Sicner
11 Years of Experience
Alpharetta, GA
1 Disclosure
John Sicner is a registered investment advisor at Sicner Asset Management, L.L.C., based in Alpharetta, GA, with 11 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, Investment Management, Tax Planning. Their firm serves 24 clients with $88M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$88.4M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Alpharetta, GA
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Regulatory History (1)
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Regulatory
May 2014Final
Employment History
Current Registrations
Sicner Asset Management, L.L.C.
June 2014 - Present · 11 yrs 11 mos
State Registrations1 state
GA
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.