JP
JP

Johnathon Walter Perog

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
912 clients
Average Client Portfolio
$377K average
Assets Under Management
$344.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.70%
$5.0M - $10.0M1.40%
$10.0M - $20.0M1.10%
$20M+0.80%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Delanson, NY

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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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Employment History
Current Registrations
Bull Harbor Capital LLC.
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Park Avenue Securities LLC
February 2022 - September 2023 · 1 yr 7 mos
Park Avenue Securities LLCBroker
October 2021 - September 2023 · 1 yr 11 mos
State Registrations4 states
AZMAMDNY
Advisor
Exams
No exam information available for this advisor.