John Menser is a CFP-designated registered investment advisor at Novare Capital Management, based in Charlotte, NC, with 12 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 757 clients with $1.9B 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable at the sole discretion of the Advisor. The fee takes into aggregate assets under management with the Advisor. The first tier has been extended down to $0.
Fee Estimator
Location
2825 South Boulevard, Suite 440, Charlotte, NC, 28209
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 →Employment History
Current Registrations
Novare Capital Management
Previous Registrations
Concorde Financial Resources, LLC
Westminster Financial Securities, INC.Broker
Evergreen Investment Services, INC.Broker
E*trade Securities LLCBroker
State Registrations1 state
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
More Advisors
- Parker Mayo, CFPNovare Capital Management
- Charles Dann, CFPNovare Capital Management
- Linda Walden, CFPNovare Capital Management
- John Wilks, CFPNovare Capital Management
- James Harlow, CFANovare Capital Management
- Cameron Amos, CFPNovare Capital Management