John Croze
John Croze is a registered investment advisor at Apo Financial Services, LLC, based in Westminster, CO, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 518 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
APO's investment advisory fee is negotiable at APO’s discretion, but generally ranges from negotiable up to 1.50%, depending upon various factors.
Fee Estimator
Location
10155 Westmoor Drive, Suite 125, Westminster, CO, 80021-2627
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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 the treasurer and board member of RCL Inc., a non-profit for charitable giving, overseeing a yearly fun run/walk since 2019. He is also a licensed insurance producer selling fixed insurance through Asset Protect One, Inc. and APO Financial Inc. since 10/2023, dedicating a few hours per week.
Employment History
Current Registrations
Apo Financial Services, LLC
Previous Registrations
Apo Financial Services, 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.