John Blatter is a registered investment advisor at Affinity Capital Advisors LLC, based in Berkeley, CA. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 503 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.75%. Fees are negotiable.
Fee Estimator
Location
825 Page Street, Berkeley, CA, 94710
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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
Affinity Capital Advisors LLC
State Registrations1 state
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