John Potter is a registered investment advisor at Oneseven, based in Sharon, PA, with 5 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
7 W. State Street, Suite 350, Sharon, PA, 16146
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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 ActivitiesSells Insurance
John is a partner at Hemlock Wealth Management and Potter Productions LLC, dedicating full-time hours to each. He also provides life insurance referrals for estate planning purposes through Innovative Benefits Consulting, spending minimal time on this, and owns The 756 Group LLC to produce and market a bourbon-based spirit, spending about 10-20% of his time.
Employment History
Current Registrations
Oneseven
Previous Registrations
B. Riley Wealth Advisors, INC.
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.