JG
CFP · ChFC
JG
CFP · ChFC

John Garner

18 Years of Experience
Newark, DE

John Garner is a CFP, ChFC-designated registered investment advisor at Black Arrow Capital LLC, based in Newark, DE, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 38 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
38 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.65%
$10.0M - $20.0M0.45%
$20M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Newark, DE

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Black Arrow Capital LLC
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Heritage Wealth Management Group, LTD
August 2019 - November 2023 · 4 yrs 3 mos
Capital One Investing, LLCBroker
June 2015 - June 2019 · 4 yrs
Capital One Advisors, LLC
June 2015 - June 2019 · 4 yrs
J.P. Morgan Securities LLCBroker
April 2014 - June 2015 · 1 yr 2 mos
Prudential Financial Planning Services
June 2009 - April 2014 · 4 yrs 10 mos
Pruco Securities, LLC.Broker
June 2009 - April 2014 · 4 yrs 10 mos
Metlife Securities INC.Broker
July 2008 - April 2009 · 9 mos
Northwestern Mutual Investment Services,llc
April 2008 - June 2008 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 2008 - June 2008 · 2 mos
Pruco Securities, LLC.Broker
August 2006 - February 2008 · 1 yr 6 mos
State Registrations5 states
DEFLNYPASC
Advisor

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
No exam information available for this advisor.