John Blanck
John Blanck is a registered investment advisor at Success Wealth Management LLC, based in Wexford, PA, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
11676 Perry Highway, Suite 1207, Wexford, PA, 15090
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2025Customer Dispute
April 2012Other Business ActivitiesSells Insurance
John is an insurance agent with American Senior Benefits since 2011, dedicating full-time hours to this role. He is also the sole member and president/insurance sales manager of JB Financial LLC since 2014, also dedicating full-time hours to this role.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
The Leaders Group, INC.Broker
Proequities, INC.Broker
Uvest Financial Services Group, 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.