John Faries
John Faries is a registered investment advisor at Marchand Faries Financial Management, INC., based in Jupiter, FL, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 90 clients with $140M 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 | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Related accounts may be aggregated for fee calculation purposes. Other fees may be negotiated in special cases.
Fee Estimator
Location
Jupiter, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is the Chief Financial Officer of Pivot Lending Group, a mortgage lender, since August 2020. This is a full-time role, with 8 hours per day during securities trading hours, and his duties are operational.
Employment History
Current Registrations
Marchand Faries Financial Management, INC.
State Registrations2 states
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