John Dorn
John Dorn is a CFP-designated registered investment advisor at Robertson Stephens, based in North Barrington, IL, 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 Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,295 clients with $8.8B 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 | 2.00% |
Fees are negotiable and typically range from 0.10% to 2.00% based on the size and complexity of the services required. Clients may also negotiate an annual fixed fee.
Fee Estimator
Location
110 S. Wynstone Park Drive, Unit #103, North Barrington, IL, 60010-6980
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 prepares tax returns from his residence during tax season, which consumes minimal time during trading hours. He is also a licensed insurance agent offering life, accident, and health insurance.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Cafg Wealth Management, 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.
Exams
More Advisors
- Thomas Chernesky, CFPRobertson Stephens
- Daniel Zarzynski, CFPRobertson Stephens
- Amy Poduch, CFPEdward Jones