John Coleman is a registered investment advisor at Piedmont Wealth Management, based in Fredericksburg, VA, with 9 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, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Piedmont Wealth Management generally charges 1% of the value of your investments annually. However, this fee is negotiable and may be higher or lower based on factors like the size of your account, complexity of your assets, and planning services provided. They may also provide investment management based on a fixed annual retainer that is negotiated.
Location
608 Westwood Office Park, Fredericksburg, VA, 22401
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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.
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John owns Commonwealth Business Services, a CPA/tax preparation business, since 2004. He dedicates full-time hours to this business, including during SEC trading hours.
Employment History
Current Registrations
Piedmont Wealth Management
Previous Registrations
Piedmont Wealth Management
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.