John Calvano is a registered investment advisor at Trust Advisory Group LTD, based in Birmingham, AL, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,119 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The fee for investment management services is negotiated between you and your financial advisor, with a maximum of 2.00% of the value of your investments annually (1.50% for annuity allocations). There is a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically calculated quarterly or monthly in advance, but can be calculated in arrears. If you terminate the agreement early, you'll receive a prorated refund of any fees paid in advance. The American Funds F2 Direct-at-Fund Platform has a fixed fee of 0.75% of all assets.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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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.
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John is the trustee of his father's charitable trust, involving reviewing accounts, approving payments, and paying taxes, requiring minimal time. He is also a registered representative and may hold various roles for the firm's affiliates.
Employment History
Current Registrations
Trust Advisory Group LTD
Stonex Financial INC.Broker
Stonex Securities INC.Broker
Stonex Advisors INC.
Previous Registrations
Intl Fcstone Financial INC.Broker
Sterne Agee Financial Services, INC.Broker
Sterne, Agee & Leach, INC.Broker
Amsouth Investment Services, INC.Broker
Performance Funds Distributor, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Ba Investment Services, INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations2 states
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.