John Blanc is a registered investment advisor at Interactive Financial Advisors, based in Apple Valley, CA, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,151 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFA offers portfolio management services with fees based on a percentage of the assets they manage. There are different fee schedules for non-403b and 403b accounts. The fees vary based on the size of your account. IFA also offers the Legacy Service, which utilizes mutual fund and ETF strategies, with a separate fee schedule. An account service fee is charged quarterly. Fees are calculated monthly based on the daily average account balance and are paid in advance. The fees for the Invest With Trust service are negotiable, but the Legacy service fees are not.
Location
Apple Valley, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns Freedom Tax Service, a tax preparation business, dedicating about a quarter of his time to it during tax season. He also owns Freedom Financial Services, an insurance and investment business, spending a few hours per week on it, and works full-time as an investment advisory advisor for Interactive Financial Advisors.
Employment History
Current Registrations
Interactive Financial Advisors
Previous Registrations
Fortune Financial Services, INC.Broker
Brooklight Place Securities, INC.Broker
Wall Street Financial Group, INC.Broker
Mtl Equity Products, INC.Broker
Franklin Financial Services CorporationBroker
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
Franklin Financial Services CorporationBroker
Marketing One Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Titan Capital CorporationBroker
Franklin Financial Services CorporationBroker
Metropolitan Life Insurance CompanyBroker
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.