John Coleman
John Coleman is a CFP, ChFC-designated registered investment advisor at Coleman Advisory, LLC, based in Asheville, NC, with 15 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 35 clients with $24M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable. Advisor may combine the account values of family members living in the same household to determine the applicable Advisory Fee.
Fee Estimator
Location
Asheville, NC
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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 ActivitiesSells Insurance
John is an insurance agent reviewing clients' needs for life insurance, long-term care, and annuities. This activity, which involves sales and service, takes about a quarter of his time.
Employment History
Current Registrations
Coleman Advisory, LLC
Previous Registrations
Questar Asset Management, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.
Precision Capital Management
Horter Investment Management, LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Hancock Investment Services, INC.
Invest Financial Corporation
AXA Advisors, LLC
CUNA Brokerage Services, INC.
American Skandia Advisory Services, INC.
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.