John Chapel
John Chapel is a registered investment advisor at Aurora Private Wealth, INC., based in Charlestown, RI, with 35 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $370M 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 | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.
Fee Estimator
Location
11 Ocean Ridge Drive, Charlestown, RI, 02813
Get directionsHistory
Regulatory History (1)
Regulatory
December 1986Other Business Activities
John works as a Wealth Advisor at Aurora Private Wealth, Inc. since 2019, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Insight Private Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Stockcross Financial Services, INC.Broker
Stockcross Financial Services, INC.Broker
Washington Discount Brokerage CORP.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations4 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.
Exams
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