John Losen is a registered investment advisor at Bespoke Financial Planning, LLC, based in Van Buren Twp, MI, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 41 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bespoke Financial Planning offers comprehensive financial planning and investment management services for a monthly fee. The fee is the greater of 1.2% of your gross income or 0.3% of your net worth, with a minimum monthly fee of $100 or $1,200 per year. There is also an upfront charge of $500. The fee may be negotiable in certain cases.
Contact
John Losen
Location
Van Buren Twp, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John Losen works as a para-planner and investment adviser representative with Oliver Financial Planning, LLC, dedicating about 10-20% of his time. There are no current conflicts of interest.
Employment History
Current Registrations
Bespoke Financial Planning, LLC
Previous Registrations
Oliver Financial Planning LLC
Raymond James Financial Services Advisors, INC
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.
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