John Defonso is a CFA-designated registered investment advisor at Aqua Capital Advisors, based in Los Angeles, CA, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $120M 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 $1.0M | 1.15% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable at Aqua's discretion. Related accounts may be aggregated for fee breakpoints.
Fee Estimator
Location
1901 Avenue of the Stars, Suite 1005, Los Angeles, CA, 90067
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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 the President of Arxstone Partners LLC, an investment advisor in a dormant state. This activity is investment-related.
Employment History
Current Registrations
Aqua Capital Advisors
Previous Registrations
Arxstone Partners LLC
State Registrations2 states
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