JF
JF
John Fischer
12 Years of Experience
Philadelphia, PA
1 Disclosure
John Fischer is a registered investment advisor at Magnolia Private Wealth, LLC, based in Philadelphia, PA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 159 clients with $230M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
159 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$225.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee charged is negotiable and is set forth in the portfolio management services agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1845 Walnut Street, Suite 1601, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
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Regulatory
January 2022Final
Employment History
Current Registrations
Magnolia Private Wealth, LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Blueprint Financial Strategies
May 2020 - July 2023 · 3 yrs 2 mos
Andalusian Wealth Management
February 2014 - October 2023 · 9 yrs 8 mos
State Registrations1 state
PA
Advisor
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
No exam information available for this advisor.