John Glaudel
John Glaudel is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258
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 an insurance producer with Phillips Financial Management, selling life insurance products since 2020. This takes a few hours per week.
Employment History
Current Registrations
Verus Capital Partners, LLC
Previous Registrations
Securities America, INC.Broker
State Registrations2 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.