John Lovett is a CFP, ChFC-designated registered investment advisor at Index Portfolio Advisors, LLC, based in Stuart, FL, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 41 clients with $13M 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.25% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
759 SW Federal Highway, Suite 315, Stuart, FL, 34994
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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 →Employment History
Current Registrations
Index Portfolio Advisors, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Invest Financial Corporation
Fnb Brokerage Services, INC.
State Registrations1 state
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