JT
CFP
JT
CFP

John Thacker

18 Years of Experience
Charlotte, NC

John Thacker is a CFP-designated registered investment advisor at Signaturefd, LLC, based in Charlotte, 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,913 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
1,913 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.50%

Fees are negotiable and may vary based on complexity, anticipated future assets, or other factors.

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

2151 Hawkins Street, Suite 1050, Charlotte, NC, 28203

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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
Signaturefd, LLC
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Cornerstone Wealth
January 2018 - April 2019 · 1 yr 3 mos
LPL Financial LLC
June 2013 - February 2016 · 2 yrs 8 mos
Cornerstone Wealth
February 2013 - December 2017 · 4 yrs 10 mos
LPL Financial LLCBroker
July 2011 - November 2017 · 6 yrs 4 mos
Securities America, INC.Broker
July 2010 - July 2011 · 1 yr
Vanguard Marketing CorporationBroker
June 2008 - July 2010 · 2 yrs 1 mo
State Registrations1 state
NC
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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