John Uhler
John Uhler is a registered investment advisor at Uhler Vertich White Advisors, based in Fort Myers, FL, with 50 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 424 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is 1.00% of assets under management. Fees are subject to negotiation, and the firm typically requires a minimum compensation of $10,000 per year.
Fee Estimator
Location
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL, 33919-1068
Get directionsHistory
Regulatory History (1)
Regulatory
July 1990Other Business Activities
John is the non-check-signing, non-fundraising board treasurer for the Florida Cancer Specialists Foundation since 2013, dedicating minimal time. He is also a co-owner of Uhler Vertich White Advisors, LLC since 2004, and a managing member of the same RIA since 2023, spending about a quarter of his time on these activities.
Employment History
Current Registrations
Uhler Vertich White Advisors
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Securicorp, INC.Broker
J. Milton Newton, IncorporatedBroker
State Registrations37 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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