JP
JP

John Perrone

8 Years of Experience
Garden City, NY
Sells Insurance

John Perrone is a registered investment advisor at Brixton Capital Wealth Advisors, LLC, based in Garden City, NY, with 8 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 819 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
819 clients
Average Client Portfolio
$259K average
Assets Under Management
$212.4M

Fee Structure

Minimum Investment:$100K

Brixton Capital Wealth Advisors' annual fee for managing your investments is a percentage of the total value of your portfolio. For portfolios under $3 million, the fee typically ranges from 0.50% to 1.75% per year. Fees for portfolios over $3 million are negotiable. The exact fee depends on the size of your portfolio, the complexity of the services, and the level of administration you request.

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Location

1305 Franklin Ave, Suite 300, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

John is an insurance agent selling accident & health, life, and variable insurance since 2018. He is also a part-owner of Good News Investors LLC and Miles Parker Associates, LLC, a financial services recruiting firm.

Employment History
Current Registrations
Brixton Capital Wealth Advisors, LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Northeast Securities, LLCBroker
May 2017 - December 2018 · 1 yr 7 mos
State Registrations6 states
CAFLMANCNYTX
Advisor

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
No exam information available for this advisor.
John Perrone - Financial Advisor | TrueAdvisor