John Lopez
John Lopez is a registered investment advisor at Eagle Financial Advisors, LLC, based in Frisco, TX, with 10 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 373 clients with $87M 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 $150K | 2.00% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Client management fees may be negotiated as a fixed percentage versus the tiered schedule above and will not exceed the fee schedule above.
Fee Estimator
Location
9300 Wade Blvd., Suite 100, Frisco, TX, 75035
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2004Regulatory
July 2004Investigation
November 2000Other Business ActivitiesSells Insurance
John works as an insurance agent for CLA USA Inc. and Eagle Financial Group since 2007, dedicating full-time hours to each role. One role is not investment related, while the other is.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
Previous Registrations
Samco Financial Services, INC.Broker
Capital Brokerage CorporationBroker
State Registrations1 state
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.