| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiated lower based on mandate size and client servicing requirements.
100 Crescent Court, Suite 1150, Dallas, TX, 75201
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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 →John is the Chairman and CEO of Peavy Financial Services, Inc., a financial services company providing consulting and expert witness services, since 1983. He is also the Chairman of the Investment Committee for First Private Wealth Management, a registered investment advisor.