John Cina is a PFS-designated registered investment advisor at D'arcangelo Financial Advisors, LLC, based in Millbrook, NY, with 4 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees may be negotiable depending on the size and complexity of the client’s accounts as well as services required.
Fee Estimator
Location
Church Street, Millbrook, NY, 12545
Get directionsHistory
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 Activities
John is the owner of Carjac, Inc, an investment-related sub-chapter S corporation, spending a few hours per week on it. He is also the managing member of Exotic Hardwoods, LLC (currently dormant) and a partner at Prager Metis International LLC, performing CPA duties for a few hours per week.
Employment History
Current Registrations
D'arcangelo Financial Advisors, LLC
State Registrations5 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.