JC
CFA
JC
CFA

John Cushenbery

18 Years of Experience
Overland Park, KS

John Cushenbery is a CFA-designated registered investment advisor at Two West Capital Advisors LLC, based in Overland Park, KS, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 650 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
650 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10M+0.80%

Fees are negotiable and depend on account size, level of service provided, advisor, and platform used. Minimum fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Two West Capital Advisors LLC
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Two West
September 2015 - November 2016 · 1 yr 2 mos
Cush Capital Management, LLC
October 2008 - March 2015 · 6 yrs 5 mos
Legacy Investment Management, LLC
July 2008 - December 2008 · 5 mos
State Registrations2 states
KSTX
Advisor

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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