JP
PFS
JP
PFS

John Papandrea

16 Years of Experience
Manasquan, NJ
Sells Insurance

John Papandrea is a PFS-designated registered investment advisor at Dominion Wealth Advisors, LLC, based in Manasquan, NJ, with 16 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:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.15%
$500K - $1.0M1.10%
$1M+1.00%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Manasquan, NJ

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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 ActivitiesSells Insurance

John is a CPA and financial consultant at Dominion Financial Consultants, dedicating minimal time to this role. He is also an independent insurance agent with H.D. Vest Insurance, spending a few hours per week on insurance sales.

Employment History
Current Registrations
Dominion Wealth Advisors, LLC
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
H.D. Vest Advisory Services, INC
October 2009 - September 2011 · 1 yr 11 mos
State Registrations1 state
NJ
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.