| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
17291 Irvine Blvd STE 340, Tustin, CA, 92780
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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 →John is an investment advisor representative with Parsonex Advisory Services, spending about half his time there. He also owns McCarthy Financial Group, an S corp for his securities and advisory business, which is a full-time commitment, and sells insurance products through Back 9 Insurance, dedicating minimal time. Additionally, he is a travel director/program logistics for East West Connection, an educational program, for one event a year.