JG
JG

John Giovannetti

13 Years of Experience
Memphis, TN

John Giovannetti is a registered investment advisor at Red Door Wealth Management, LLC, based in Memphis, TN, with 13 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 836 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
836 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.

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

965 Ridge Lake Blvd, Suite 105, Memphis, TN, 38120

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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
Red Door Wealth Management, LLC
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Duncan Williams Asset Management, LLC
March 2015 - April 2018 · 3 yrs 1 mo
Duncan-Williams, INC.
April 2013 - May 2015 · 2 yrs 1 mo
Commerce Asset Management, LLC
November 2012 - April 2013 · 5 mos
Commerce Advisors, LLC
April 2012 - April 2013 · 1 yr
State Registrations2 states
TNTX
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.