John Posey is a CFP-designated registered investment advisor at Plains Advisory LLC, based in Grand Island, NE, 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 52 clients with $29M 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 |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Only one flat rate is charged against all assets under management (non-tiered). For clients utilizing Betterment LLC as a sub-advisor, a separate schedule applies ($0-$1M at 1.25%, $1M-$2M at 0.90%, $2M-$5M at 0.75%, $5M+ at 0.50%). Planning and consulting fees are waived for asset management clients with over $500,000 in managed assets.
Fee Estimator
Location
1004 N. Diers Ave, Ste 316, Grand Island, NE, 68803
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent, offering insurance products and services to clients and prospects, spending a few hours per week on this. He also maintains a real estate salesperson license, spending minimal time offering real estate services to non-clients of Plains Advisory LLC.
Employment History
Current Registrations
Plains Advisory LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Novem Group
Cambridge Investment Research, INC.Broker
Contryman Wealth Advisors
1st Global Capital CORP.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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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