| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.02% |
| $500K - $750K | 0.02% |
| $750K - $1000K | 0.02% |
| $1M+ | 0.02% |
This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.
130 Newport Center Drive, Suite 240, Newport Beach, CA, 92660
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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 →John is a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations. He also operates John Day Sole Proprietorship, spending minimal time on occasional dance coaching and judging of dance competitions.