John Guarino is a CFA-designated registered investment advisor at Covenant Asset Management, LLC, based in Chester, NJ, with 13 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, Charitable Giving, Estate Planning, Investment Management, and 1 more. Their firm serves 623 clients with $620M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on the size, nature and complexity of a client's account.
Fee Estimator
Location
125 Maple Avenue, Chester, NJ, 07930
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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.
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John is a 50% owner and managing member of Covenant Real Estate Ventures, LLC, which purchases and manages real property. He spends minimal time on this business, and it does not interfere with securities trading hours.
Employment History
Current Registrations
Covenant Asset Management, LLC
State Registrations3 states
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