John Mccolgan is a registered investment advisor at Prospect Hill Management, LLC, based in Summit, NJ, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $230M 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 $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Summit, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Prospect Hill Management, LLC
State Registrations1 state
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