John Santini
John Santini is a registered investment advisor at Innovation Partners LLC, based in King of Prussia, PA, 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, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
2200 Renaissance Blvd, Suite 340, King of Prussia, PA, 19406
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a sales representative for a non-MMLIA insurance brokerage, focusing on life, property, casualty, and health insurance. He also works as a Senior Advisor at Ethos Financial Group, managing investments for clients full-time.
Employment History
Current Registrations
Innovation Partners LLCBroker
Innovation Partners LLC
Ethos Financial Group, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
State Registrations7 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.