John Denham
John Denham is a registered investment advisor at Magnate Advisory Services, LLC, based in Louisville, KY, with 10 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 2 more. Their firm serves 1,298 clients with $260M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s account.
Fee Estimator
Location
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
Get directionsHistory
Regulatory History (1)
Criminal
January 2003Other Business ActivitiesSells Insurance
John is involved with Magnate Wealth Management, LLC as a DBA for Magnate Advisory Services, LLC and Silver Oak Securities, Inc., and sells various insurance products, dedicating full-time hours to this. He is also a Registered Representative with Silver Oak Securities, Inc., spending about 10-20% of his time selling and servicing securities products, and a member of Sterling Wealth Advisors, LLC and Denham Developments LLC, spending minimal time on each.
Employment History
Current Registrations
Magnate Advisory Services, LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Nylife Securities LLCBroker
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.