John Weis
John Weis is a registered investment advisor at Cape Investment Advisory, INC., based in Mcdonough, GA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,634 clients with $400M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
The annual fees may be negotiable.
Fee Estimator
Location
1600 Pennsylvania Ave., Mcdonough, GA, 30253
Get directionsHistory
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 works as an insurance agent with Apex Financial LLC, selling IUL and term life insurance, dedicating a few hours per week. He also works with Sequoia Advisory Services as an insurance broker, spending minimal time running insurance quotes for 401k clients.
Employment History
Current Registrations
Cape Investment Advisory, INC.
Previous Registrations
401k Generation
State Registrations3 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.