John Llodra is a CFP-designated registered investment advisor at New Harbor Financial Group, LLC, based in Worcester, MA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 959 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New Harbor Financial Group's fee for managing your investments is a percentage of the assets they manage, ranging from 0.85% to 2.00% per year. The specific percentage depends on the total amount they manage for you and your individual circumstances. The fee is billed quarterly in advance, based on the value of your account at the end of the previous quarter.
Location
146 Main Street, Suite 302, Worcester, MA, 01608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is involved with the Groton Conservation Trust, spending minimal time deciding on financial and investment approaches. He also serves as a co-trustee for the Llodra Family Gift Trust, dedicating minimal time to investment management, and is a co-owner/member of New Harbor Acquisition Partners, LLC, spending about 10-20% of his time on management and consulting services.
Employment History
Current Registrations
New Harbor Financial Group, LLC
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
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