John Gehri is a CFP, ChFC-designated registered investment advisor at Strategic Wealth Investment Group, LLC, based in Mason, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,900 clients with $1.4B 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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on services requested and engagement complexity. Billed monthly in arrears.
Fee Estimator
Location
5181 Natorp Blvd, Suite 100, Mason, OH, 45040
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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.
Learn about disclosures →Other Business Activities
John is a sole partner in a tax filing service since June 2024. This takes about 10-20% of his time.
Employment History
Current Registrations
Strategic Wealth Investment Group, LLC
Previous Registrations
9258 Wealth Management, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Harvest Financial Advisors, LLC
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services 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
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