JG
JG

John Galvin

16 Years of Experience
Broker

John Galvin is a registered investment advisor at Bahl & Gaynor INC, based in Cincinnati, OH, with 16 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. Their firm serves 889 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
889 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5M+0.50%

Minimum account fee is $10,000 which may be waived or discounted. Related accounts may be aggregated for fee calculation purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

John is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

Employment History
Current Registrations
Bahl & Gaynor INC
February 2024 - Present · 2 yrs 2 mos
Quasar Distributors, LLC
October 2023 - Present · 2 yrs 6 mos
Quasar Distributors, LLCBroker
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Advisors Asset Management, INC.
December 2009 - June 2023 · 13 yrs 6 mos
Advisors Asset Management, INC.Broker
September 2009 - June 2023 · 13 yrs 9 mos
State Registrations3 states
GANJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Galvin - Financial Advisor | TrueAdvisor