John Masegian is a registered investment advisor at Pruneyard Financial Group, INC., based in Cupertino, CA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 98 clients with $91M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on client complexity, account size, and asset composition. Clients may also agree to a single flat annual billing rate not to exceed 1.25%.
Fee Estimator
Location
22801 Longdown Road, Cupertino, CA, 95014
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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 a CPA since 2003 at Pruneyard Financial Group, Inc., a registered accountancy corporation in California, providing tax planning and preparation services. This takes about 10-20% of his time, with less time spent during securities trading hours.
Employment History
Current Registrations
Pruneyard Financial Group, INC.
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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