John Bosworth is a registered investment advisor at Tschetter Group, based in Bellevue, WA, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 517 clients with $2.4B 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% |
Fees are negotiable and billed monthly in advance based on the previous month-end value.
Fee Estimator
Location
2155 112th Ave Ne, Bellevue, WA, 98004
Get directionsHistory
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 →Employment History
Current Registrations
Tschetter Group
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
More Advisors
- Brent Williams, CFATschetter Group
- Amanda Mccarty, CFPTschetter Group
- Dustin Brumbaugh, CFATschetter Group
- Kelli Porter, CFPTschetter Group
- Peter Jacobs, CFA, CFPTschetter Group
- Katie Kelly, ChFCState Farm Investment Management CORP.