John Kariss is a ChFC-designated registered investment advisor at Rex Consulting, LLC, based in Seven Fields, PA, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets under management with the firm are taken into consideration.
Fee Estimator
Location
2200 Garden Drive, Suite 200C, Seven Fields, PA, 16046
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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 →Employment History
Current Registrations
Rex Consulting, LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Citizens Securities, INC.Broker
Citizens Securities, INC.
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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
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