John Quinones
John Quinones is a registered investment advisor at One Wealth Map, LLC, based in Gallatin, TN, with 5 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 223 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fees are generally based on a percentage of assets under management and may range up to 2.50% annually, depending on the service level, size, and complexity of the relationship. Fees are typically billed quarterly in advance.
Fee Estimator
Location
Gallatin, TN
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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 member/owner of Da Rexy LLC, a real estate partnership focused on acquiring and operating rental properties since May 2022. He spends minimal time on this activity.
Employment History
Current Registrations
One Wealth Map, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
State Registrations3 states
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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