John Brock-Edgar is a registered investment advisor at Ldn Wealth, LLC, based in Orlando, FL, 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 Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 271 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.30% |
Fee Estimator
Location
3505 Lake Lynda Drive, Suite 200, Orlando, FL, 32817
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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 a licensed mortgage broker with International Mortgage Associates, Inc. since 2013, spending minimal time originating mortgage loans. He also owns John Brock-Edgar, LLC (inactive) and Purple Processing, LLC, offering administration services for small businesses, dedicating minimal time. Additionally, John is a real estate sales associate with Ameriteam Realty since 2020, referring clients and spending minimal time on this activity.
Employment History
Current Registrations
Ldn Wealth, LLC
State Registrations2 states
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