Advisor at Spyglass Investment Management
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Firm
Spyglass Investment Management
Location
Terre Haute, IN 47802
Credentials
Series 63, Series 65, Series 66
Industry experience
25 years
John Cristee is a financial advisor at Spyglass Investment Management with 25 years of industry experience. He has held his current position at Spyglass since 2000. Cristee holds the Series 63, Series 65, and Series 66 designations. Spyglass Investment Management provides personalized financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, with an investment approach focused on asset allocation using no-load mutual funds, equities, fixed income, ETFs, and municipal securities.
Based on Spyglass Investment Management
Based on Spyglass Investment Management
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$100 per hour for limited scope projects.
Fee-only: Fee-only investment management; no commissions or finder’s fees accepted.
1205 South Third Street
Terre Haute, IN 47802
Indiana
Spyglass Investment Management
2000 - Present (26 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Terre Hute, IN
Wabash Capital, Inc.
Series 65
Terre Haute, IN
Spyglass Investment Management
Series 65
Terre Haute, IN
Spyglass Investment Management
Series 63, Series 66
Terre Haute, IN
&PARTNERS
Series 63, Series 65
Terre Haute, IN
&PARTNERS
Series 63, Series 65
Terre Haute, IN
FIFTH THIRD SECURITIES, Inc.
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