JS
CFP
JS
CFP

John Sciarrone

4 Years of Experience
Doylestown, PA

John Sciarrone is a CFP-designated registered investment advisor at Jfs Wealth Advisors, LLC, based in Doylestown, PA, with 4 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, and 1 more. Their firm serves 2,219 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,219 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$600K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4M+0.60%

This is the fee schedule for Wealth Management (WM) Services. The annual fee for Family Wealth Services (FWS) will be charged as a percentage of assets under management. The most typical fee is the following CUMULATIVE schedule: 0.80% of first $5,000,000 of assets, plus 0.50% of next $5,000,000 of assets, plus 0.45% of next $10,000,000 of assets, plus 0.40% of assets greater than $20,000,000 Minimum $8,500 per quarter

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

259 Veterans Lane, Suite 302, Doylestown, PA, 18901

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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
Jfs Wealth Advisors, LLC
October 2021 - Present · 4 yrs 6 mos
State Registrations2 states
NJPA
Advisor

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.

Exams
No exam information available for this advisor.