JB
JB
John Booth
1 Year of Experience
Dallas, TX
1 Disclosure
John Booth is a registered investment advisor at Bancroft Booth Capital Advisors, based in Dallas, TX, with 1 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.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria. For Qualified Clients only, Bancroft offers performance-based fees, either 20% of return above a 10% return or 20% of returns beyond the S&P 500 benchmark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
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Criminal
July 2023Final Disposition
Employment History
Current Registrations
Bancroft Booth Capital Advisors
September 2025 - Present · 8 mos
Previous Registrations
Mwa Financial Services, INC.
September 2024 - March 2025 · 6 mos
Mwa Financial Services INC.Broker
July 2024 - March 2025 · 8 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.