John Gilchrist is a registered investment advisor at Oppenheimer & CO. INC., based in Bonita Springs, FL, with 47 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 37,605 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oppenheimer offers several investment management programs with different fee structures:
- Fahnestock Asset Management (FAM): Fees up to 2.5% of your portfolio. Commissions are also charged on certain FAM accounts.
- Alpha: Clients pay brokerage commissions and ticket/handling charges on securities transactions.
- Preference: Fees up to 2.25% of your portfolio. Additional charges may apply based on trading activity.
Minimum account sizes vary depending on the program and the types of investments included in the account. The minimum annual fee for FAM and Preference accounts is $250, but this is waived if the account is at least $50,000 or household advisory accounts are at least $250,000.
Location
Bonita Springs, FL
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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.
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John is involved in several family-related business activities, including managing family investment partnerships and real estate firms since 2001 and 2007, respectively. He also serves as a trustee for multiple family trusts and is treasurer and board member of a family-owned corporation that owns townhome properties, all requiring minimal time commitment.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
First Chicago Capital Markets, INC.Broker
First Chicago Investment Services, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Warburg Paribas Becker IncorporatedBroker
Becker Paribas IncorporatedBroker
A. G. Becker Municipal Securities IncorporatedBroker
State Registrations29 states
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.