John Cully is a registered investment advisor at Aspire Wealth Architects, based in Wexford, PA, with 47 years of industry experience. 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. Their firm serves 167 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire Wealth Architects charges an annual fee based on the amount of your assets they manage, ranging from 0.50% to 1.25%. The specific fee depends on your total household assets, with lower rates for larger accounts. Fees are typically billed quarterly in advance. Aspire Wealth Architects may offer discounted rates to employees, their families, institutional clients, and very high net-worth clients. Fees are negotiable.
Location
150 N Meadows Drive, Suite 220, Wexford, PA, 15090
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Regulatory History (1)
Customer Dispute
April 2006Employment History
Current Registrations
Aspire Wealth Architects
Previous Registrations
Wealthcare Capital Management LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Parker/hunter IncorporatedBroker
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
Painewebber IncorporatedBroker
Shearson Lehman Brothers INC.Broker
Bache Halsey Stuart Shields IncorporatedBroker
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.