John Sweeney is a registered investment advisor at Icon Financial Services LLC, based in Portland, OR. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,552 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Icon Financial charges a wrap fee that covers investment advisory services. The annual wrap fee includes an Assets Under Management (AUM) fee of 0.37% and a fixed dollar amount based on account size:
- $0 - $500: $0 + 0.37% of your portfolio
- $500 - $1,000: $12 + 0.37% of your portfolio
- $1,000 - $3,000: $24 + 0.37% of your portfolio
- $3,000 or more: $48 + 0.37% of your portfolio
If you haven't made an initial deposit or moved funds, you won't be charged. Icon Financial may negotiate, reduce, or waive the advisory fee for certain clients.
Location
1631 NE Broadway St., #815, Portland, OR, 97209
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
Icon Financial Services LLC
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.