John Zolidis is a registered investment advisor at Quo Vadis Capital, INC., based in Southampton, NY, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $4.1M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Southampton, NY
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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 →Employment History
Current Registrations
Quo Vadis Capital, INC.
Previous Registrations
The Buckingham Research Group IncorporatedBroker
The Buckingham Research Group IncorporatedBroker
Sidoti & Company, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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