John Bartlett is a CFP-designated registered investment advisor at Cfs Investment Advisory Services LLC, based in Totowa, NJ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,238 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFS Investment Advisory Services charges an annual fee based on the value of your portfolio. The exact fee varies depending on the advisor, the amount you invest, and the services included. The fee ranges from 0.25% to 1.25% annually, charged quarterly in advance. CFS may negotiate a different fee for certain client holdings like held-away assets or alternative investments.
Location
97 Lackawanna Avenue, Suite 101, Totowa, NJ, 07512
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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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John volunteers as a coach at Animal CrossFit, spending a few hours per week. He is also an advisory representative of a registered investment advisor, CFS Investment Advisory Services LLC, dedicating about a quarter of his time. Additionally, John owns Harrisons Bagel Shop, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Cfs Investment Advisory Services LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations2 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.