JK
JK

John Konecky

12 Years of Experience
Matawan, NJ

John Konecky is a registered investment advisor at Miller Tabak Asset Management, based in Matawan, NJ, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 936 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
936 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

For any new MTAM investment products or strategies, MTAM may charge up to 1.00% annually. All Fees are negotiable and may be less than the stated basis points.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1000 Route 34, Suite 604, Matawan, NJ, 07747

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Miller Tabak Asset Management
August 2013 - Present · 12 yrs 9 mos
State Registrations2 states
NJTX
Advisor

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
No exam information available for this advisor.