JY
CFP · ChFC
JY
CFP · ChFC
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
3,237 clients
Average Client Portfolio
$220K average
Assets Under Management
$713.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3524 Commerce Parkway, Wooster, OH, 44691
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
John-Mark is an employee of Whitaker-Myers Group, where he brings in and cross-sells wealth management services, dedicating about a quarter of his time. He also serves on the board of directors for Buckeye State Credit Union, spending minimal time outside trading hours.
Employment History
Current Registrations
Whitaker-Myers Wealth Managers, LTD.
March 2017 - Present · 9 yrs
Previous Registrations
M. S. Howells & CO.Broker
March 2017 - October 2017 · 7 mos
Raymond James Financial Services Advisors, INC
February 2015 - March 2017 · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2015 - March 2017 · 2 yrs 1 mo
PNC Investments
May 2012 - February 2015 · 2 yrs 9 mos
PNC InvestmentsBroker
March 2012 - February 2015 · 2 yrs 11 mos
PNC InvestmentsBroker
June 2008 - December 2010 · 2 yrs 6 mos
State Registrations2 states
OHTX
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.