John West is a CFP-designated registered investment advisor at Spraker West Wealth Management, INC, based in Winter Park, FL, with 12 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 144 clients with $270M 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 $400K | 1.50% |
| $400K - $600K | 1.25% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are subject to negotiation if there is an existing family relationship, clients grandfathered under prior billing schedules, and/or complexity of work performed.
Fee Estimator
Contact
John West
Location
334 W. Morse Blvd., Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Spraker West Wealth Management, INC
State Registrations2 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.
Exams
Additional Information
As an Advisor of the firm, John’s primary focus is to partner with clients through hands on financial planning, risk profile assessment, and portfolio management. With the Investment Committee, he helps design and implement financial planning and portfolio investment strategies that meet each client’s individual needs. John has over 10 years years experience in the industry. Prior to joining the firm he was a Financial Analyst and Portfolio Manager for a hedge fund and has over 20 years of personal investing experience.