John Bartels
John Bartels is a registered investment advisor at Ancora Retirement Plan Advisors, LLC, based in Cleveland, OH, 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 Retirement Planning. Their firm serves 157 clients with $1.3B 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable in certain instances. Some clients may pay higher or lower fees than shown. The Ancora MEP has a different fee schedule.
Fee Estimator
Location
6060 Parkland, Suite 200, Cleveland, OH, 44124
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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 ActivitiesSells Insurance
John is a partner in Inverness Holdings and Inverness Holdings LLC, and a direct owner of Inverness Advisors Inc. He is also involved with Concepts 4 Life Insurance Agency Inc., is a trustee for multiple trusts, manages real estate rentals, and is a board member for Gold Zone Real Estate Fund.
Employment History
Current Registrations
Ancora Retirement Plan Advisors, LLC
Inverness Securities, LLCBroker
Ancora Private Wealth Advisors, LLC
Previous Registrations
First Allied Securities, INC.
First Allied Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Sunset Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations16 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.