John Bantug
John Bantug is a registered investment advisor at LPL Financial LLC, based in Bloomingdale, IL, with 17 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
170 S Bloomingdale Rd Ste 300, Bloomingdale, IL, 60108
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business Activities
John is involved with Capital Investors Group, Inc. and related DBAs for LPL business, spending about a quarter of his time on these activities. He is also a partner in CAPITAL INVESTORS GROUP HOLDINGS, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations27 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.
Exams
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