JH
JH

John Harrington

12 Years of Experience
Foothill Ranch, CA

John Harrington is a registered investment advisor at Fairbanks Capital Management, INC., based in Foothill Ranch, CA, 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 227 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
227 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$369.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.70%
$500K+1.70%

Lower fees apply to higher amounts of relationship assets. Short Term Fixed Income is assessed at half the rate of equities. Cash assets and money market securities are included in the fee calculation at the rate that reflects whether cash will be used to invest in equities or fixed income. Fees are negotiable in certain circumstances.

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

Location

Foothill Ranch, CA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Fairbanks Capital Management, INC.
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Baker Tilly Wealth Management, LLC
November 2020 - February 2023 · 2 yrs 3 mos
Squar Milner Financial Services, LLC
December 2018 - December 2020 · 2 yrs
Private Asset Management INC
January 2014 - December 2018 · 4 yrs 11 mos
State Registrations1 state
CA
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.