John Siegel
John Siegel is a registered investment advisor at Beacon Capital, LLC, based in Cedar Rapids, IA, 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 Investment Management. Their firm serves 648 clients with $240M 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 $250K | 2.20% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5.0M - $10.0M | 1.30% |
| $10M+ | 1.15% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
375 Collins Road NE,, Suite 120, Cedar Rapids, IA, 52402
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 wrestling coach since 2009, dedicating about 10-20% of his time. He also owns Siegel Inc. and works as an insurance agent, dedicating about a quarter of his time.
Employment History
Current Registrations
Beacon Capital, LLC
Previous Registrations
Voya Financial Advisors, INC.Broker
State Registrations2 states
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