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John Sinchok

4 Years of Experience
1 DisclosureSells Insurance

John Sinchok is a registered investment advisor at Oxenfree Financial, based in Melbourne, FL, 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 Financial Planning & Coaching, Investment Management. Their firm serves 950 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
950 clients
Average Client Portfolio
$263K average
Assets Under Management
$249.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.15%
$1M+0.90%

Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.

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

1900 S. Harbor City Blvd., Ste. 111, Melbourne, FL, 32901-4725

Get directions

History

Regulatory History (1)
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Regulatory
April 2023
Final
Other Business ActivitiesSells Insurance

John is an insurance agent offering fixed life and annuities with various insurance companies. He also works as a Media & Operations Coordinator for Oxenfree Technology LLC, a fintech company, dedicating about 10-20% of his time.

Employment History
Current Registrations
Oxenfree Financial
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
Affinity Financial Advisors
March 2022 - October 2023 · 1 yr 7 mos
State Registrations1 state
FL
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.
John Sinchok - Financial Advisor | TrueAdvisor