John Cully is a registered investment advisor at Aspire Wealth Architects, based in Wexford, PA, with 47 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 137 clients with $290M 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 | 1.25% |
Fees will not exceed 1.25% per annum and are negotiable at the discretion of management. Each client's effective fee is outlined in their advisory agreement based on asset levels.
Fee Estimator
Location
150 N Meadows Drive, Suite 220, Wexford, PA, 15090
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Employment History
Current Registrations
Aspire Wealth Architects
Previous Registrations
Wealthcare Capital Management LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Parker/hunter IncorporatedBroker
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
Painewebber IncorporatedBroker
Shearson Lehman Brothers INC.Broker
Bache Halsey Stuart Shields IncorporatedBroker
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
More Advisors
- Christopher Conti, CFPAspire Wealth Architects
- Walter Laub, CFA, CFPAspire Wealth Architects
- Peter Belcastro, CFPLeonard Advisory Group LLC
- Timothy Buggy, CFPEquitable Advisors, LLC
- Jeffrey Muhlenkamp, CFAMuhlenkamp & CO INC
- Bruno Natter, CFP, ChFCAmeriprise Financial Services, LLC