JW
JW

John Wade

2 Years of Experience
Plymouth, MN

John Wade is a registered investment advisor at Kure Advisory, LLC, based in Plymouth, MN, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 357 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
357 clients
Average Client Portfolio
$534K average
Assets Under Management
$190.7M

Fee Structure

Planning is included in investment management (also available separately)

Kure Advisory offers investment management services for an annual fee based on the value of your investments. The fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance.

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Location

15600 36th Avenue North, Suite 200, Plymouth, MN, 55446

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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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Employment History
Current Registrations
Kure Advisory, LLC
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
MN
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.