John Fleming is a CFP-designated registered investment advisor at Vandalia Wealth, based in Greenville, NC, with 8 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 469 clients with $250M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor. Wealth management may alternatively be charged as a fixed engagement fee ranging from $5,000 to $50,000.
Fee Estimator
Location
710 Cromwell Drive, Suite A, Greenville, NC, 27858
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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 involved with Lynnbrook Partners, a non-investment related business, and Axxcess Wealth Management, LLC dba Vandalia Wealth, an investment advisory business. He dedicates minimal time to these activities.
Employment History
Current Registrations
Vandalia Wealth
Previous Registrations
Axxcess Wealth Management, LLC
Forvis Mazars Wealth Advisors, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Edward Jones
Edward JonesBroker
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.
Exams
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