John Wagner is a registered investment advisor at Acentus Group L.L.C., based in American Fork, UT, with 19 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable for clients with significant assets ($1 million plus) or a significant previous relationship. A performance fee of 20% of profits is also charged.
Fee Estimator
Location
920 E State Road, Suite I, American Fork, UT, 84003
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business Activities
John is employed by RJM Design as CFO, a business providing design construction and installation of booths at tradeshows. He performs the usual duties of a chief financial officer, dedicating about a quarter of his time.
Employment History
Current Registrations
Acentus Group L.L.C.
Previous Registrations
Dynamic Wealth Advisors
Transcend CapitalBroker
Legend Securities, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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.