John Geralt is a registered investment advisor at Ebquant, LLC, based in Houston, TX, with 7 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, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Houston, TX
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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.
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Geralt is an executive recruiter for Juniper Networks and a sales advisor for Tong Management Group, offering bookkeeping and tax consulting services. He spends a few hours per week on each of these non-investment related activities.
Employment History
Current Registrations
Ebquant, LLC
Previous Registrations
Igo Capital Management, INC
State Registrations1 state
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