John Szafranski is a registered investment advisor at Meliora Capital, based in Tulsa, OK, 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 Financial Planning & Coaching, Investment Management. Their firm serves 93 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee rate negotiable at the firm's discretion.
Fee Estimator
Location
5314 S. Yale Ave., Suite 200, Tulsa, OK, 74135
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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 managing member of Ponderosa Energy Partners, LLC and President of Petrodyne, Inc., both family-owned oil and gas production companies, dedicating minimal time to each. He is also a sole proprietor of J.P. Szafranski, CFA Business Consulting, which includes business consulting, Bitcoin mining, and trustee services, dedicating minimal time to this as well; as a co-trustee, he oversees life insurance transactions.
Employment History
Current Registrations
Meliora Capital
Previous Registrations
Pinnacle Investment Advisors
State Registrations2 states
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