John Longo is a CFA-designated registered investment advisor at Beacon Trust, based in Morristown, NJ, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,889 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Trust manages investments for a fee based on the value of your portfolio. The annual fee can be up to 1.25% (less for accounts originated through Tirschwell, Loewy & Friedner Investments, and 1.50% for Special Needs Trusts). The fee is charged monthly, based on the average daily market value of your investments. Trusts in New Jersey may require additional fees. Beacon Trust mutual funds are charged at a flat 1%, and are excluded from the assets under management balance when calculating the client’s asset management fee.
Location
163 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the Founder and Principal of Cyborg Capital Management, LLC, managing a limited partnership and performing investment and consulting services since 2000. He dedicates a significant amount of time to this venture, along with MDE and Rutgers, totaling approximately 320 hours per month, split roughly equally between them.
Employment History
Current Registrations
Beacon Trust
Previous Registrations
The Mde Group, INC.
State Registrations1 state
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