John H. Liles, CFP, provides financial planning and investment management services. As a fee-only advisor, John H. Liles, CFP, is only compensated by clients. Services include advice on cash flow, insurance, retirement, tax, and estate planning. Clients maintain control of their assets, and John H. Liles, CFP, acts under a limited power of attorney to manage investments.
Assets Under Management$41M
Clients71
Advisors1
Avg. per Client$570K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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