| Assets Under Management | 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% |
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
Get directionsJohn 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.