Jhon Khan is a registered investment advisor at Efficient Advisors, based in Cincinnati, OH, with 3 years of industry experience. Jhon 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 9,579 clients with $2.8B 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 $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable. An additional 0.05% is charged annually for Efficient Advisors Alternatives Portfolios.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jhon works as an Advisor Consultant for Fiduciary Services Group, focusing on relationship management and business development. This investment-related activity takes about 10% of his time.
Employment History
Current Registrations
Efficient Advisors
State Registrations1 state
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