John Friar
John Friar is a CFP-designated registered investment advisor at Park Capital Management, LLC, based in Madison, WI, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 625 clients with $870M 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 | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
All fees are negotiable at Park Capital’s discretion.
Fee Estimator
Location
1601 Greenway Cross, Suite 201, Madison, WI, 53713
Get directionsHistory
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 a co-owner of P and P Management, LLC, a property management company, since 2011, dedicating minimal time. He is also a licensed insurance agent since 2007 and may recommend insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Park Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Edward JonesBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
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.