John Kellogg is a registered investment advisor at We Family Offices, based in Coral Gables, FL, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 107 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WE Family Offices' fees are generally flat fees, but some clients pay an annual wealth management fee based on a percentage of the value of the client’s assets under advisement. These percentage-based fees typically range from 0.45% to 1.50% of assets, and generally decrease as the amount of assets increases. WE also charges incentive fees based on a share of the overall account performance, in addition to base fees.
Location
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
We Family Offices
State Registrations1 state
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