John Filippo
John Filippo is a registered investment advisor at Your Choice Financial LLC, based in St. Cloud, FL, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable. Clients in Alabama will never be charged a total management fee over 2%.
Fee Estimator
Location
St. Cloud, FL
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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 co-owner of Your Choice Advisors LLC, a P&C insurance agency, and also involved in selling life, health, and fixed annuity insurance through John San Filippo, MDsurance, and YCI, LLC, taking a few hours per week for each. He also coaches soccer and is a partner in an accounting firm, Reeder CPA group.
Employment History
Current Registrations
Your Choice Financial LLC
Previous Registrations
Ruggieri Wealth Advisors LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLCBroker
Andrew Garrett INC.Broker
AXA Advisors, LLCBroker
State Registrations7 states
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.