John Fitch is a registered investment advisor at Cornerstone Securities LLC, based in overland park, KS, 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 Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 800 clients with $180M 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 | 2.00% |
Clients can negotiate their advisory fee with IARs. The advisory fee should not exceed 2% of the account balance.
Fee Estimator
Location
6901 Shawnee Mission Pkwy, suite 200, overland park, KS, 66202
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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 works as an independent contractor in insurance sales since 2017.
Employment History
Current Registrations
Cornerstone Securities LLC
Previous Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Client One Securities LLCBroker
Client One Securities LLC
Ecusa, LLC
Capital Investment Management, INC
Cambridge Investment Research, INC.Broker
Securities America, INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Kcd Financial, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations4 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.