John Gacesa
John Gacesa is a registered investment advisor at Peak American Investment Advisors, INC., based in Kutztown, PA, with 4 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, Financial Planning & Coaching, Investment Management. Their firm serves 403 clients with $130M 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 $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable. When services are provided through the sub-advisors’ platforms, the maximum annual fee for this program will never exceed 2%. Sub-advisors retain up to 0.50% of this fee, depending on the model chosen.
Fee Estimator
Location
Kutztown, PA
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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 works as a Seminar Advisor for Peak American Financial Group, Inc., focusing on insurance sales since 2016. This activity is investment-related.
Employment History
Current Registrations
Peak American Investment Advisors, INC.
State Registrations1 state
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