John Masegian is a registered investment advisor at Pruneyard Financial Group, INC., based in Cupertino, CA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 117 clients with $140M 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 | 1.25% |
Maximum annual fee. Fees are negotiable and may differ from client to client.
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.
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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 Registrations1 state
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