John Blair is a CFP-designated registered investment advisor at Dt Investment Partners, LLC, based in Chadds Ford, PA, 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 1,490 clients with $1.9B 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 $5.0M | 1.45% |
| $5M+ | 1.45% |
Fees are negotiable above $5,000,000 for equity and balanced accounts. For fixed income only accounts, the fee is 0.60% on the first $10,000,000 and negotiable above that amount.
Fee Estimator
Location
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA, 19317-9665
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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 →Employment History
Current Registrations
Dt Investment Partners, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 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.