John Andruska
John Andruska is a registered investment advisor at Peak American Investment Advisors, INC., based in Plano, TX, with 25 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. Their firm serves 403 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable. When services are provided through the sub-advisors’ platforms, the maximum annual fee for this program will never exceed 2%. Sub-advisors retain up to 0.50% of this fee, depending on the model chosen.
Fee Estimator
Location
2400 Dallas Parkway, Ste 100, Plano, TX, 75093
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
John is a Client Solutions Manager at Peak American Financial Group, Inc. since 2007, dealing with indexed annuities and life insurance.
Employment History
Current Registrations
Peak American Investment Advisors, INC.
Previous Registrations
Puritan Brokerage Services, INC.Broker
Puritan Brokerage Services, INC.Broker
Intersecurities, INC.Broker
Federation for Financial IndependenceBroker
Travelers Equities Sales, INC.Broker
State Registrations1 state
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.