John Lefler
John Lefler is a registered investment advisor at Centaurus Financial, INC., based in Montgomery, TX, with 1 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B 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 | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
18001 West Highway 105, Suite #108, Montgomery, TX, 77356
Get directionsHistory
Regulatory History (1)
Financial
February 2024Other Business Activities
John uses McLane Partners and McLane Advisors as DBAs for branding purposes, dedicating full-time hours to McLane Advisors. He also owns Lefler Photography, but has no duties related to it.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
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.
Exams
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