JH
JH

John Horn

13 Years of Experience
Springville, CA
Sells Insurance

John Horn is a registered investment advisor at Bighorn Financial, based in Springville, CA, 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 Investment Management, Retirement Planning. Their firm serves 33 clients with $41M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$40.7M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $250K0.90%
$250K - $500K0.80%
$500K - $750K0.70%
$750K - $1.0M0.60%
$1M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Springville, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is appointed with Lincoln National and Great-West Insurance companies for insurance sales, dedicating minimal time. He also has a marketing partnership with Peyman Cohan focusing on lawyers and law firms, and manages Bighorn Financial, Inc. and Bighorn Financial, LP for receiving funds and investing.

Employment History
Current Registrations
Bighorn Financial
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Park Avenue Securities LLC
February 2015 - December 2019 · 4 yrs 10 mos
Park Avenue Securities LLCBroker
February 2015 - December 2019 · 4 yrs 10 mos
Ameriprise Financial Services, INC.
February 2013 - March 2015 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
January 2013 - March 2015 · 2 yrs 2 mos
State Registrations1 state
CA
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 Horn - Financial Advisor | TrueAdvisor