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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,019 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual portfolio management fees generally range from 0.85% to 2.00% depending on aggregate assets managed and individual client circumstances.
Fee Estimator
Location
146 Main Street, Suite 302, Worcester, MA, 01608
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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 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
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
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