John Pelon is a registered investment advisor at Patrick Financial Group LLC., based in Brighton, MI, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 589 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Patrick Financial Group charges an annual fee based on the value of your portfolio. As of January 2013, the standard advisory fee is 1.40% per year. Fees may vary based on account size and complexity. In addition to PFG's fees, clients also pay fees to Orion Portfolio Solutions (OPS) based on the following schedule:
- $0 to $50,000: 0.45%
- $50,000.01 to $100,000: 0.35%
- $100,000.01 to $250,000: 0.20%
- $250,000.01 to $500,000: 0.175%
- Over $500,000.01: 0.15%
These OPS fees are shared with PFG.
Location
Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI, 48116
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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 the President and CCO of ATS Capital Advisors, a registered investment advisor, since 2019. This activity requires minimal time.
Employment History
Current Registrations
Patrick Financial Group LLC.
Ats Capital Advisors
Previous Registrations
Advance Capital Services, INC.Broker
Advance Capital Management INC
World Asset Management, INC.
State Registrations1 state
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