John Quimjian is a registered investment advisor at Physicians Wealth Solutions, LLC, based in Columbus, OH, with 11 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 69 clients with $44M 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.
Fee Estimator
Location
6816 Caine Road, Columbus, OH, 43235
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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 is a 401(k)/profit sharing plan administrator for Orthopedic Specialists and Sports Medicine, receiving $10,000 per year for this activity.
Employment History
Current Registrations
Physicians Wealth Solutions, LLC
State Registrations1 state
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