John Agnew
John Agnew is a CFA, CFP-designated registered investment advisor at The Wealth Collective, LLC, based in Los Angeles, CA, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 49 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.60% |
The maximum annual fee charged to clients by Third-Party Managers will not exceed 0.50%, which shall be in addition to our firm’s advisory fee. Therefore, the maximum combined advisory fee charged to clients for this service shall not exceed 2.00%.
Fee Estimator
Location
360 E 2nd Street, 8th Floor, Los Angeles, CA, 90012
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 owns rental property in Los Angeles since 2014 and is a licensed insurance producer since 2015, dedicating minimal time to each. He is also the Board President of Higgins Loft Homeowners Association, spending a few hours per week on this role.
Employment History
Current Registrations
The Wealth Collective, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.