John Jurcago
John Jurcago is a PFS-designated registered investment advisor at Prestige Wealth Management LLC, based in Strongsville, OH, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 100 clients with $26M 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 - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
10850 Pearl Road Ste D5, Strongsville, OH, 44136
Get directionsHistory
Regulatory History (1)
Regulatory
November 2011Other Business Activities
John is an accountant and owner of John J Jurcago CPA LLC, an accounting firm, and may offer clients advice or products from this activity. Clients are not required to use his accounting services.
Employment History
Current Registrations
Prestige Wealth Management LLC
State Registrations1 state
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.