Gary Ferguson is a CFP-designated registered investment advisor at John Moore & Associates INC, based in Scottsdale, AZ, with 11 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 731 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
John Moore & Associates (JMA) charges an annual fee based on the value of your investments. The fee varies depending on the investment strategy and the amount you invest.
For Equity, Dynamic Equity, Equity Income, JMA Growth, JMA Balanced, JMA Balanced with Growth or Freedom strategies:
- Up to $300,000: 1.25%
- $300,001-$500,000: 1.13%
- $500,001 to $3,000,000: 1.00%
- $3,000,001 to $5,000,000: 0.85%
- Over $5,000,000: Negotiable
For Managed Bonds and Income strategies:
- Up to $1,000,000: 0.88%
- $1,000,001-$3,000,000: 0.77%
- $3,000,001 to $5,000,000: 0.66%
- Over $5,000,000: Negotiable
For Cash Management, Annuities and Non-Strategy Holdings:
- Up to $1,000,000: 0.25%
- $1,000,001 to $3,000,000: 0.15%
- $3,000,001 to $5,000,000: 0.10%
- Over $5,000,000: Negotiable
For Freedom SMA:
- Up to $1,000,000: 1.75%
- $1,000,001 to $3,000,000: 1.50%
- $3,000,001 to $5,000,000: 1.25%
- Over $5,000,000: Negotiable
For Freedom UMA:
- Up to $1,000,000: 1.50%
- $1,000,001 to $3,000,000: 1.25%
- $3,000,001 to $5,000,000: 1.00%
- Over $5,000,000: Negotiable
Location
14500 N Northsight Blvd, Scottsdale, AZ, 85260
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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
Gary is a manager/member of Valley Stewardship LLC, which he set up as a holding company for commissions at his previous firm. The LLC is currently dormant with no business activity, and Gary spends no time on it.
Employment History
Current Registrations
John Moore & Associates INC
Previous Registrations
Simplicity Wealth
Generational Portfolio Design, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Vanguard Marketing CorporationBroker
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.