John Mayfield is a CFA-designated registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, 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, Retirement Planning. Their firm serves 129,307 clients with $77B 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 | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
303 Peachtree Street Ne, Fl 31, Atlanta, GA, 30308
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 Activities
John is a sub-advisory board member for an institutional investor focused on international finance. He spends minimal time networking and providing feedback on research and conference topics.
Employment History
Current Registrations
Truist Advisory Services, INC.
Previous Registrations
Genspring Family Offices, 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.
Exams
More Advisors
- Christiana WebbTruist Advisory Services, INC.
- Mark WalterTruist Advisory Services, INC.
- Mark Dicristina, CFPTruist Advisory Services, INC.
- Johnathan MitchellTruist Advisory Services, INC.
- Matthew Reed, CFPTruist Advisory Services, INC.
- Jason Moss, CFPTruist Advisory Services, INC.