John Mccann
John Mccann is a registered investment advisor at Mccann Investment Management LLC, based in Lodi, CA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 119 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable. Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year. MIM also offers portfolios constructed solely of American Funds mutual funds, with an annual fee of up to 1.00%.
Fee Estimator
Location
214 W. Lockeford Street, Suite 9, Lodi, CA, 95240
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 ActivitiesSells Insurance
John is an insurance agent/owner at McCann Insurance since 1994, dedicating about 10-20% of his time. He also manages rental properties, is involved with a church, a non-profit, and EvokeLife, Inc., and is an adjunct professor.
Employment History
Current Registrations
Mccann Investment Management LLC
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
National Planning CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.