John Hellwig
John Hellwig is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in North Palm Beach, FL, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
North Palm Beach, FL
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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.
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John owns Dos Cocos Properties LLC, renting out two properties via Airbnb, spending about an hour per day. He also has minority ownership in JHMB Home Services LLC, an HVAC business, dedicating about a quarter of his time to financial analysis and partnership calls.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Morgan Stanley
Morgan StanleyBroker
State Registrations35 states
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