John Hart is a registered investment advisor at Hayes Hart Cpa's Wealth Management, INC, based in Coronado, CA, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 28 clients with $46M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
These fees are for the Personal Financial Guardian package. If tax and accountancy services are not desired, the fees are reduced by 0.20% (e.g., 1.0% on the first $1,000,000). The firm also manages non-managed accounts for 0.1% annually. Other arrangements may be negotiated with larger or smaller accounts, or with retirement accounts having limited investment choices, or with bundled services including investment management, on-going financial and estate planning, and tax preparation.
Fee Estimator
Location
1001 B Avenue, Suite 211, Coronado, CA, 92118
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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 the secretary and board member of The Levine Foundation, attending 1-2 meetings per year. He is also the President of Hayes Hart CPA's Wealth Management, Inc., dedicating nearly full-time hours to accounting and advisory services. Additionally, John is an Investment Adviser Representative at Hayes & Associates Accountancy, spending a few hours per week on investment advisory services.
Employment History
Current Registrations
Hayes Hart Cpa's Wealth Management, INC
Previous Registrations
Hayes & Associates Accountancy CORP
State Registrations1 state
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