John Bevilacqua
John Bevilacqua is a registered investment advisor at Personal Wealth Management Advisors, INC., based in Dublin, OH, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.25% |
Fees are a blended percentage of assets managed. Personal Wealth Management Advisors reserves the right to negotiate a customized fee schedule with each client.
Fee Estimator
Location
6001 Tain Drive, Suite 104, Dublin, OH, 43017
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 →Other Business Activities
John is an adjunct faculty member at Franklin University in Columbus, Ohio.
Employment History
Current Registrations
Personal Wealth Management Advisors, INC.
Previous Registrations
Weber Fulton & Felman Investment Counsel, LLC
State Registrations1 state
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