John Breard
John Breard is a CFP-designated registered investment advisor at Alera Investment Advisors, LLC, based in Atlanta, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,466 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees typically range from 0.25% to 1.50% depending on portfolio size, investment strategy, and complexity. Fees are negotiable.
Fee Estimator
Location
Atlanta, GA
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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 ActivitiesSells Insurance
John is affiliated with JN Financial, LLC, and is a licensed insurance agent. He may recommend insurance and annuity products through various insurance companies to clients.
Employment History
Current Registrations
Alera Investment Advisors, LLC
Previous Registrations
Arista Consulting Group
Johnson Brunetti
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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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