John Mchugh is a registered investment advisor at 1st Discount Brokerage, INC., based in Half Moon Bay, CA, with 49 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 219 clients with $110M 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 | 1.00% |
The Program Fee includes advisory services, trading commission, clearing and execution, and account reporting. A portion of the advisory fee (currently 0.07% of assets under management) is paid by us to Apex Clearing Corporation for clearing services.
Fee Estimator
Location
Half Moon Bay, CA
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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
1st Discount Brokerage, INC.
1st Discount Brokerage, INC.Broker
Previous Registrations
Acument Securities, INC.Broker
Mcclurg Capital CorporationBroker
First America Equities CORP.Broker
Van Kasper & CompanyBroker
Capital Concepts Investment CORP.Broker
Provident National Equities, INC.Broker
Pla Securities CorporationBroker
State Registrations13 states
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.