John Mugarian is a registered investment advisor at Familywealth, based in Pensacola, FL, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 367 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FamilyWealth Advisers generally charges a percentage of the assets they manage.
Retail clients are typically charged 1.45%, but for some strategies, the retail fee can be up to 2%. The actual fee depends on the service provided by the individual Investment Advisor Representatives and the strategies they recommend.
In addition to the fees shown above, the Client will pay the following Platform fees:
- First $500,000: 0.30%
- Next $500,000: 0.25%
- Next $1,000,000: 0.20%
- Next $1,000,000: 0.15%
- Next $1,000,000: 0.10%
- Assets Over $4,000,000: 0.05%
An additional 0.10% to 0.35% asset management fee applies for asset managers of strategies and portfolios in the Managed Account Solutions Platform, depending on the manager selected.
Location
4309 Spanish Trail, Pensacola, FL, 32504
Get directionsHistory
Regulatory History (2)
Regulatory
December 2016Customer Dispute
May 2003Other Business Activities
John is the Managing Member of 141 White Oak, LLC, which owns and manages a vacation property in Gatlinburg, Tennessee, since 2020. He spends minimal time on the management of this property.
Employment History
Current Registrations
Familywealth
Familywealth Asset Management
Previous Registrations
Mugarian Investment Group, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
A. G. Edwards & Sons, INC.Broker
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.