John Tyner
John Tyner is a registered investment advisor at Semmax Financial Advisors, INC., based in Winston-Salem, NC, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 778 clients with $400M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Accounts within the same household may be combined for a reduced advisory fee. Fees are negotiable.
Fee Estimator
Location
1447 Trade Mart Blvd, Winston-Salem, NC, 27127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the President of Semmax Inc., an insurance agency, spending about a quarter of his time overseeing the business. He also holds positions as President of Semmax Financial Group, Inc. and Semmax Tax, Inc., and Manager of KCJ Properties Management, Inc., dedicating minimal time to each.
Employment History
Current Registrations
Semmax Financial Advisors, INC.
State Registrations3 states
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.