John Niebauer is a registered investment advisor at Equitta Advisors LLC, based in Erie, PA, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 101 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitta Advisors charges a percentage of your portfolio's value each quarter. The exact percentage depends on whether Equitta Advisors manages all or only a portion of your household assets. Fees may be negotiable. They also offer investment advice for accounts held away at other custodians, such as 401(k)s and HSAs.
Location
Erie, 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.
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John serves as a 2LT - O1 - 36A in the US Army PA National Guard, starting in May 2022. This commitment takes about half of his time.
Employment History
Current Registrations
Equitta Advisors LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations4 states
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