John Slice
John Slice is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Antonio, TX, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
2903 Thousand Oaks Dr, San Antonio, TX, 78247
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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.
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John is a managing member of Elevation Properties, LLC, a real estate investing company, dedicating a few hours per week to buying and holding rental properties and fixing and flipping properties. He is also a general partner/managing member of Rooted Coffee Co. LLC, a coffee company that is in the process of being dissolved.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Perennial Wealth Advisors, LLC
Charles Schwab & CO., INC.Broker
State Registrations15 states
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