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John Denham

Magnate Advisory Services, LLC
11 Years of Experience
Louisville, KY
1 DisclosureBrokerSells Insurance
View SEC Summary
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John Denham is a registered investment advisor at Magnate Advisory Services, LLC, based in Louisville, KY, with 11 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,576 clients with $310M in assets under management.

Magnate Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,576 clients
Average Client Portfolio
$199K average
Assets Under Management
$314.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Fees are negotiable and may be discounted based on unique circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
April 2019 - Present · 7 yrs 6 mos
Silver Oak Securities, IncorporatedBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
October 2014 - November 2016 · 2 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, LLCBroker
June 2014 - November 2016 · 2 yrs 5 mos
Nylife Securities LLCBroker
December 2007 - February 2009 · 1 yr 2 mos
State Registrations1 state
KY
AdvisorBrokerBoth

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.
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