John Berschback
John Berschback is a registered investment advisor at Medvest Wealth Management, LLC, based in Altoona, WI, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
Altoona, WI
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a physician/owner at Chippewa Valley Orthopedics and Sports Medicine, dedicating full-time hours to this role. He also has a sole proprietorship for insurance sales/referrals, started in 2023, which takes minimal time.
Employment History
Current Registrations
Medvest Wealth Management, LLC
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.