John Piershale
John Piershale is a CFP-designated registered investment advisor at Piershale Wealth Management, LLC, based in Crystal Lake, IL, with 32 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 52 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable on a per client basis.
Fee Estimator
Contact
John Piershale
Location
333 Commerce Dr, Ste 150, Crystal Lake, IL, 60014
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
John is an Investment Adviser Representative at John Piershale Wealth Management, LLC since January 2021, providing investment advice and financial planning. This activity takes nearly full-time.
Employment History
Current Registrations
Piershale Wealth Management, LLC
Previous Registrations
Origin Investment Advisory LLC
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Piershale Financial Group, INC.
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Raymond James Financial Services, INC.Broker
Edward JonesBroker
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.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.