John Koudsi is a CFP-designated registered investment advisor at Core Financial, based in El Segundo, CA, with 27 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, High Net Worth, Insurance Planning, and 4 more. Their firm serves 142 clients with $280M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.75% |
| $50M+ | 0.60% |
Some accounts are under different fee schedules honoring prior agreements. The standard fee schedule is negotiable based on factors such as 'grandfathered' accounts and related accounts.
Fee Estimator
Location
222 N Pacific Coast Highway, Ste 1900, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
John is a managing member and strategist for Trojan Storage, dedicating a few hours per week to arranging financing, performing market research, and helping raise capital. He also spends minimal time as a managing member of 31Ten Lounge, primarily reviewing monthly financials.
Employment History
Current Registrations
Core Financial
Previous Registrations
Core Financial
Ameriprise Financial Services, INC.
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.