John Harnish
John Harnish is a CFP-designated registered investment advisor at Prosperity Advisory Group LLC, based in Victor, NY, 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 244 clients with $220M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Minimum fee of $1,000 for Investment Management Services. Fees may be negotiable.
Fee Estimator
Location
50 Square Drive, Suite 220, Victor, NY, 14564
Get directionsHistory
Regulatory History (1)
Regulatory
June 2022Other Business ActivitiesSells Insurance
John is an independent business owner with Amway since 1991, though currently inactive, and a principle/CCO/IAR with Prosperity Advisory Group since 2020, dedicating full-time hours. He also sells life, accident, health, and VA insurance in NY since 2004, and is a registered representative with Cadaret, Grant & Co., Inc., dedicating a few hours per week.
Employment History
Current Registrations
Prosperity Advisory Group LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
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.