John Mcnertney
John Mcnertney is a CFP-designated registered investment advisor at Green Ocean Global Advisors LLC, based in San Francisco, CA, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $110M 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 $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are generally negotiable. GOGAL may direct clients to Vise Al Advisors, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.65%, Third Party's Fee: 0.35%) or Orion Portfolio Solutions, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.85%, Third Party's Fee: 0.15%).
Fee Estimator
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Employment History
Current Registrations
Green Ocean Global Advisors LLC
Previous Registrations
Freestone Capital Management, LLC
Polaris Greystone Financial Group, LLC
Polaris Equity Management, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.