John Schannep
John Schannep is a CFP-designated registered investment advisor at Archer Wealth Advisors, based in Coeur D'Alene, ID, 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 Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 133 clients with $80M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.88% |
Fees are negotiable and may be waived or discounted for associates and their family members. If a sub-adviser is used, the combined asset-based fee will not exceed 2.00%.
Fee Estimator
Location
418 E Lakeside Ave, Suite 6, Coeur D'Alene, ID, 83814
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 a licensed insurance agent selling non-variable insurance products, dedicating about a quarter of his time to this activity. He also works as an analyst in an accounting practice, focusing on tax strategy, which takes nearly full-time hours.
Employment History
Current Registrations
Archer Wealth Advisors
Previous Registrations
Southwest Investment Advisors, INC.
Southwest Investment Advisors, INC.
LPL Financial LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations4 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.