Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Financial Planning:Charged separately
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Location

Regus, 59-60 Thames St, Windsor, SL4 1TX

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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 works as an advisor for Blacktower Financial Management (International) Ltd, providing financial planning and investment advice since 2019. He dedicates a few hours per week to this role.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
March 2020 - Present · 5 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.