John Mcchesney
John Mcchesney is a registered investment advisor at Focus Partners Wealth, LLC, based in Hawthorn Woods, IL, with 18 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, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
Hawthorn Woods, IL
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Regulatory History (1)
Customer Dispute
April 2014Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Churchill Management Group
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Optionshouse, LLCBroker
Zacks & CompanyBroker
Zacks Investment Management, INC.
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations3 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.
Exams
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