John Newell is a registered investment advisor at Talon LLC, based in The Villages, FL, 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,921 clients with $1.1B 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% |
The maximum annual management fee is 2.00%, which is negotiable based on account size. Accounts can be aggregated to negotiate lower fees. Total fees including third-party platform fees will not exceed 2.50%.
Fee Estimator
Location
11974 CR 101, Suite 103, The Villages, FL, 32162
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 works at Talon Wealth Management selling life insurance, annuities, and providing investment advisory services since 2014, dedicating nearly full-time hours to this role. He also works at Talon Private Wealth, LLC offering investment advisory services, dedicating full-time hours to this role.
Employment History
Current Registrations
Talon LLC
Brookstone Wealth Advisors, LLC
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.
Exams
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