JR
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John Reed

3 Years of Experience
Longview, TX

John Reed is a registered investment advisor at 1 Timothy 6 V 7 LLC, based in Longview, TX, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1 clients with $260K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$261K average
Assets Under Management
$261K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee. Fees may be waived or negotiated. Existing clients may be charged according to their existing fee rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Longview, TX

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

John is a teacher at Henderson High School since September 2022. The time commitment varies depending on the month.

Employment History
Current Registrations
1 Timothy 6 V 7 LLC
April 2022 - Present · 4 yrs 1 mo
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
John Reed - Financial Advisor | TrueAdvisor