John Danch
John Danch is a registered investment advisor at Ancora Private Wealth Advisors, LLC, based in Cleveland, OH, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,083 clients with $3.2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are progressive. Fees over $100 million are negotiable.
Fee Estimator
Location
6060 Parkland, Suite 200, Cleveland, OH, 44124
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 is self-employed and involved in fixed insurance sales. This activity requires minimal time.
Employment History
Current Registrations
Ancora Private Wealth Advisors, LLC
Inverness Securities, LLCBroker
Ancora Retirement Plan Advisors, LLC
Previous Registrations
Safeguard Securities, INC.Broker
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
State Registrations13 states
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