JB
CFA
JB
CFA

John Brajevic

11 Years of Experience
Palos Verdes Ests, CA

John Brajevic is a CFA-designated registered investment advisor at Amphora Capital Investors, LLC, based in Palos Verdes Ests, CA, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Amphora Capital Investors' fees are based on a percentage of the value of your investments. The fees may be negotiable. Different fee schedules may apply to different types of clients and strategies.

For balanced portfolios, the annual fee is:

  • First $2,000,000 — 1.00%
  • Next $3,000,000 — 0.75%
  • Over $5,000,000 — 0.50%

For small cap equity portfolios, the annual fee is:

  • First $10,000,000 — 1.00%
  • Next $15,000,000 — 0.90%
  • Over $25,000,000 — Fees are Negotiated
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Location

Palos Verdes Ests, CA

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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 serves as managing director at Twenty Four 7 Global Solutions, Inc., a supply chain management solutions company, since June 2019. He performs management duties as needed during trading hours.

Employment History
Current Registrations
Amphora Capital Investors, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Umb Distribution Services, LLCBroker
December 2011 - September 2017 · 5 yrs 9 mos
Scout Investments, INC.
June 2011 - September 2017 · 6 yrs 3 mos
Amphora Capital, INC
November 2010 - May 2011 · 6 mos
Stonebridge Capital Management INC
November 2009 - July 2010 · 8 mos
Amphora Capital Partners, INC
August 2009 - November 2009 · 3 mos
State Registrations1 state
CA
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.