John Loveday
John Loveday is a CFP-designated registered investment advisor at Tsg Advice Partners, LLC, based in Columbus, OH, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,157 clients with $870M 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 $750K | 1.00% |
| $750K - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Clients may also elect a flat annual fee ranging from $25,000 to $150,000, which includes tax preparation services. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
4449 Easton Way, Suite 200, Columbus, OH, 43219
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 insurance licensed through Collaborative Insurance Partners, operating from the same location as his advisory business.
Employment History
Current Registrations
Tsg Advice Partners, LLC
Previous Registrations
Collaborative Financial Partners 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
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