John Zarinsky is a CFP-designated registered investment advisor at Safebridge LLC, based in Denver, NC, 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, Retirement Planning, Tax Planning. Their firm serves 88 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Safebridge includes investment management as part of their advisory service. They manage investments on a discretionary basis, primarily using broad market index exchange-traded funds (ETFs), defined-maturity bond ETFs, money market funds, Treasuries, and CDs. They do not recommend individual stocks or corporate bonds. Investment management is included in the $7,500 annual advisory fee.
Location
Denver, NC
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 holds a license to sell life insurance and annuities, and can provide advice on these products. However, he does not receive commissions from their sale.
Employment History
Current Registrations
Safebridge LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
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.