JH
CFP
JH
CFP

John Hering

16 Years of Experience
Chicago, IL

John Hering is a CFP-designated registered investment advisor at Composure Wealth Management, LLC, based in Chicago, IL, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 42 clients with $73M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
42 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$73.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $7.5M0.70%
$7.5M - $10.0M0.60%
$10M+0.50%

Clients using sub-advisory services may pay up to 2.00% total. Legacy clients may be charged a reduced fee.

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

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Composure Wealth Management, LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2016 - June 2019 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - June 2019 · 2 yrs 11 mos
William BlairBroker
March 2013 - July 2016 · 3 yrs 4 mos
William Blair & Company L.L.C.
March 2013 - July 2016 · 3 yrs 4 mos
Morgan Stanley
January 2010 - April 2013 · 3 yrs 3 mos
Morgan StanleyBroker
November 2009 - April 2013 · 3 yrs 5 mos
State Registrations2 states
ILTX
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.