JV
JV

John Robert Vogel

12 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
195 clients
Average Client Portfolio
$82.3M average
Assets Under Management
$16.0B

Fee Structure

Financial Planning:Investment management only

Consulting fees include a $5,000 fixed component and $500/hour. Fees are negotiated case-by-case.

One-Time Plan:From $5,000
Hourly Rate:$500/hr
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Location

19 E Eagle Road, Havertown, PA, 19083

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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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Other Business Activities

John is a part-time adjunct instructor of finance at Villanova University since January 2015.

Employment History
Current Registrations
Etf Architect
December 2024 - Present · 1 yr 2 mos
Alpha Architect
January 2013 - Present · 13 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.