John Crain
John Crain is a registered investment advisor at Chapin Davis Asset Management, based in Reisterstown, MD, with 29 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M 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 | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
Reisterstown, MD
Get directionsHistory
Regulatory History (2)
Regulatory
March 2020Employment Separation After Allegations
February 2018Other Business ActivitiesSells Insurance
John works as an agent for Crump Insurance and Chapin Davis Insurance, selling life, health, long-term care, disability insurance, fixed annuities, and variable insurance products. He dedicates minimal time to each agency.
Employment History
Current Registrations
Chapin, Davis
Chapin, DavisBroker
Chapin Davis Asset Management
Previous Registrations
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Wachovia Securities Financial Network, INC.
Wachovia Securities Financial Network, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations18 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.