JH
JH

John Hughes

28 Years of Experience

John Hughes is a registered investment advisor at Bay Colony Advisors, based in Stuart, FL, with 28 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 2,433 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.

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Location

Stuart, FL

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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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Other Business Activities

John is the owner of Hughes Investment Advisory Services LLC since 1993. He spends all of his time on this activity until his IAR registration is moved to Bay Colony Advisors.

Employment History
Current Registrations
Bay Colony Advisors
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Hughes Investment Advisory Services L.L.C.
February 1998 - September 2019 · 21 yrs 7 mos
State Registrations2 states
CTFL
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.
John Hughes - Financial Advisor | TrueAdvisor