John Poole Financial Advisor offers personalized financial planning and investment management services. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. John Poole Financial Advisor is a fee-only firm and does not sell financial products or receive commissions.
Assets Under Management$17M
Clients55
Advisors1
Avg. per Client$310K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $250. Current client relationships may have higher or lower fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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