John Smith is a CFA-designated registered investment advisor at Ten Talents Asset Management, based in Cincinnati, OH, with 10 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. Their firm serves 77 clients with $35M 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 | 0.65% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Cincinnati, OH
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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 partner at Bicoastal Properties, LLC, managing residential real estate rentals, dedicating a few hours per week. He also works as an analyst at Cushman & Wakefield, performing financial analysis for real estate, spending a few hours per week.
Employment History
Current Registrations
Ten Talents Asset Management
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
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.