John Costa
John Costa is a registered investment advisor at Influx Capital Management, based in Arroyo Grande, CA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable under certain circumstances. Minimum annual fee of $100, charged quarterly.
Fee Estimator
Location
214 E. Branch Street, Arroyo Grande, CA, 93420
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 is involved in the sale and service of group medical and non-medical benefits since 2013. The filing does not specify the time commitment.
Employment History
Current Registrations
Influx Capital Management
Previous Registrations
Princor Financial Services Corporation
State Registrations1 state
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.