John Gulli is a registered investment advisor at Kendall James Advisors, based in Hockessin, DE, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kendall James Advisors charges different fees based on whether you are considered a "qualified client."
For non-qualified clients, the fee is 0.5% per quarter, which equals 2% per year, based on the value of your investments.
Location
Hockessin, DE
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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.
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Current Registrations
Kendall James Advisors
State Registrations1 state
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