John Rey
John Rey is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in San Diego, CA, with 3 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
4550 Kearny Villa Road, Suite 201, San Diego, CA, 92123
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 ActivitiesSells Insurance
John provides tax preparation services through JM Financial Strategies, dedicating about a quarter of his time. He also owns Turnaround Consulting Services, a private entity for securities, advisory, and insurance business, but spends no time on it during business hours. Additionally, John teaches leadership training with the Carmelite Sisters, spending minimal time on this activity.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Tushaus Wealth Management
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.
Exams
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