John Foote is a registered investment advisor at Modoo Strategy LLC, based in Great Neck, NY, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. Household accounts may be aggregated. Investment management fees may be waived if the client's ongoing fixed planning fee is higher than the calculated portfolio fee.
Fee Estimator
Location
185 Great Neck Road, Unit #400L, Great Neck, NY, 11021
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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 Activities
John is a managing member and anesthesiologist at LIC Anesthesia, PLLC since 2022. He dedicates about half of his time to this role, providing anesthesiology services at various hospitals and facilities.
Employment History
Current Registrations
Modoo Strategy LLC
State Registrations2 states
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.
Exams
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