JG
CFP
JG
CFP
John Gardner
36 Years of Experience
Danville, CA
5 Disclosures
John Gardner is a CFP-designated registered investment advisor at Blackhawk Wealth Advisors, based in Danville, CA, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $61M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
60 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$60.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 0.80% |
Fees are negotiable. There is a $1,000 minimum fee per calendar quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3860 Blackhawk Rd, Ste. 160, Danville, CA, 94506
Get directionsHistory
Regulatory History (5)
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Employment Separation After Allegations
July 2001Customer Dispute
July 2001Settled
Customer Dispute
August 1995Award / Judgment
Customer Dispute
December 1991Dismissed
Criminal
October 1984Final Disposition
Employment History
Current Registrations
Blackhawk Wealth Advisors
April 2011 - Present · 15 yrs
Previous Registrations
Equity Research & Portfolio Evaluation, INC.
January 2010 - December 2010 · 11 mos
Valentine Capital Asset Management, INC.
August 2007 - June 2014 · 6 yrs 10 mos
Equity Research & Portfolio Evaluation, INC.
January 2005 - December 2005 · 11 mos
Salomon Smith Barney INC.Broker
September 1993 - July 2001 · 7 yrs 10 mos
Dean Witter Reynolds INC.Broker
November 1984 - October 1993 · 8 yrs 11 mos
State Registrations2 states
CATX
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.