John Merwin
John Merwin is a registered investment advisor at Financial Management Network INC, based in Mission Viejo, CA, with 3 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,528 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Rates apply to standard management accounts opened after July 1, 2002. Complex portfolios opened after September 30, 2011 are charged between 0.60% and 1.25%. Accounts over $3,000,000 are negotiable. Clients also pay a first-year start-up fee equal to two times the annual management fee.
Fee Estimator
Location
26041 Acero, Mission Viejo, CA, 92691
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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 owns an LLC that owns commercial real estate and is a minority owner in another LLC created to purchase commercial real estate. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Financial Management Network INC
Fmn Capital CorporationBroker
State Registrations10 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.
Exams
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