John Riggs is a CFP-designated registered investment advisor at Bluestar Wealth Management, based in Lake Mary, FL, with 26 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. Their firm serves 68 clients with $130M 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% |
Fees are generally negotiable.
Fee Estimator
Location
255 Primera Blvd, Suite 160, Lake Mary, FL, 32746
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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 a member of Blue Star Wealth Management LLC, where he offers advisory services. He also works as a paid baseball coach at Lake Brantley High School, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Bluestar Wealth Management
Previous Registrations
Blue Star Wealth Management LLC
Novus Advisors
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., 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.