John Polovick is a registered investment advisor at Hoainvest LLC, based in Palm Desert, CA, with 16 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2.00% annually and are based on the size of the client relationship, scope, and complexity. Clients also pay a $50 annual account fee for administrative expenses, which may be waived.
Fee Estimator
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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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 Activities
John is a Senior Financial Advisor at Keystone Wealth Services, LLC, dedicating nearly full-time hours to financial planning and advisory services. He also owns rental property and spends minimal time maintaining it, and is an advisor for HOA Invest, a software solution for HOAs, spending a few hours per week.
Employment History
Current Registrations
Hoainvest LLC
Purshe Kaplan Sterling InvestmentsBroker
Keystone Private Wealth
Previous Registrations
LPL Financial LLCBroker
Strategic Wealth Advisors Group
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations15 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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