John Cadena is a registered investment advisor at Sb Advisory, LLC, based in Atlanta, GA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,574 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. For Advisor Choice Program/AssetMark Programs/Brinker Capital, clients will be charged the money manager's fee schedule plus an additional negotiable fee of up to 1.25% to SB Advisory. Total fees do not exceed 2.50% of assets under management. For Flexible Plan Investments, the total advisory fee will not exceed 1.5% annually.
Fee Estimator
Location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184
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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 →Employment History
Current Registrations
Sb Advisory, LLC
San Blas Advisory, INC.
San Blas Securities LLC
San Blas Securities LLCBroker
Previous Registrations
C2m Securities, LLCBroker
Essex Securities LLCBroker
Cadena Securities Services, LLC.Broker
Saxis Group, LLC.Broker
Raymond James & Associates, INC.Broker
Gunnallen Financial, INCBroker
Birchtree Financial Services, INC.Broker
United Missouri Brokerage Services, INC.Broker
Birchtree Financial Services, INC.Broker
Olde Discount CorporationBroker
Lowell H. Listrom & Company INC.Broker
B.C. Christopher Securities CO.Broker
E. F. Hutton & Company INCBroker
Lowell H. Listrom & Company INC.Broker
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.