John Quinones is a registered investment advisor at One Wealth Map, LLC, based in Gallatin, TN, with 5 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 299 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Map offers three levels of investment management services:
- Level 1: Portfolio structure with security selection and rebalancing. Includes one annual meeting (up to two hours; additional time billed hourly).
- Level 2: All Level 1 services, plus tax management of accounts.
- Level 3: Total wealth oversight, including all Level 1 and 2 services, plus a full financial plan with eMoney.
Fees range from 1% to 2.5% per year, depending on the level of service. A minimum of $1 million in assets under management is required, but exceptions may be made for certain clients.
Location
Gallatin, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a member/owner of Da Rexy LLC, a real estate partnership focused on acquiring and operating rental properties since May 2022. He spends minimal time on this activity.
Employment History
Current Registrations
One Wealth Map, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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