John Brendel is a registered investment advisor at Brendel Financial Advisors LLC, based in Hanover, NH, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 355 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brendel Financial Advisors' ongoing asset management fees range from 0.75% to 2.00% per year of the market value of your investments. Fees are negotiable and may be higher or lower based on factors like account size and complexity. Consulting fees can be hourly, fixed fee, or included with asset management services.
Location
64 Lyme Rd., Hanover, NH, 03755
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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 is a Registered Associate at Brendel Financial Advisors, LLC, a registered investment advisor. He dedicates full-time hours to trading and research at the registered location.
Employment History
Current Registrations
Brendel Financial Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial NetworkBroker
Charles Schwab & CO., INC.Broker
MML Investors Services, LLCBroker
State Registrations1 state
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.