JV
JV

John Voight

2 Years of Experience
Baltimore, MD
Sells Insurance

John Voight is a registered investment advisor at Cjc Wealth Management, based in Baltimore, MD, with 2 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, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 72 clients with $92M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
72 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$92.1M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Baltimore, MD

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John is a licensed insurance agent, which creates a conflict of interest addressed by CJCWM's policies. This activity takes a few hours per week of John's time.

Employment History
Current Registrations
Cjc Wealth Management
April 2023 - Present · 3 yrs 1 mo
State Registrations9 states
DCFLGALAMDOHTXVAWV
Advisor

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
No exam information available for this advisor.
John Voight - Financial Advisor | TrueAdvisor