John Fazzini
John Fazzini is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Mountaintop, PA, with 9 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B 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 | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
112 N Mountain Blvd., Suite 1, Mountaintop, PA, 18707
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 is the President of John P Fazzini & Associates LLC, where he sells insurance and fixed indexed annuities, dedicating a few hours per week. He also operates John P Fazzini & Associates LLC DBA Fazzini Financial Group, which is also an insurance and annuity business, spending a few hours per week.
Employment History
Current Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
State Registrations10 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
More Advisors
- Eric Bleiler, CFPNortheast Advisers, INC.