John Mccarthy is a registered investment advisor at Basis Point Investments, based in San Diego, CA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BPI's investment management fees range from 0.95% to 1.95% annually. Accounts over $1,000,000 are typically charged 1.20% annually, and accounts over $4,000,000 are generally charged 1.00% annually. The specific fee depends on the types of investments, number of accounts, complexity of the client's financial situation, and the time and resources required. Fees are billed quarterly based on the average daily balance during the previous quarter.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the President of McCarthy MRO, Inc., a sales and marketing firm, since 2007. He dedicates about half of his time to this role, providing sales and marketing for manufacturers and distributors of MRO-related products.
Employment History
Current Registrations
Basis Point Investments
Previous Registrations
Basis Point Investments
State Registrations1 state
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