John Wolfe is a registered investment advisor at Rba Wealth Management, LLC, based in Newport Beach, CA. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 426 clients with $450M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable based on anticipated future assets, account composition, and pre-existing relationships. Fees may differ for held-away assets or alternative investments.
Fee Estimator
Location
520 Newport Center Drive, Suite 740, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Criminal
September 2010Employment History
Current Registrations
Rba Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
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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