John Callagy is a registered investment advisor at Asage Financial LLC, based in Lafayette, 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 Financial Planning & Coaching, Investment Management. Their firm serves 40 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asage Financial's investment management fees generally range from 0.75% to 1% per year of the assets they manage. The fee is negotiated with each client based on the size of the account and the complexity of the services to be performed. These fees are billed at the end of each quarter, based on the value of your portfolio as of the last day of the calendar quarter.
Location
954 Risa Road, Suite B, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a sole practitioner CPA. He expects to spend about 10-20% of his time on his CPA practice.
Employment History
Current Registrations
Asage Financial LLC
State Registrations1 state
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