Advisor at FamilyWealth Asset Management
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Firm
FamilyWealth Asset Management
Location
Pensacola, FL 32504
Credentials
Series 63, Series 65
Industry experience
36 years
John Mugarian is a financial advisor with FamilyWealth Asset Management in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated since 2000. Outside of his advisory role, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a proprietary platform that facilitates model portfolios, SMAs, UMAs, and overlay management.
Based on FamilyWealth Asset Management
Based on FamilyWealth Asset Management
$0+: 1.45% annually (Retail clients - flat rate) $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.60% annually
FamilyWealth Platform asset-based fees: 0.30% on first $500,000; 0.25% on next $500,000; 0.20% on next $1,000,000; 0.15% on next $1,000,000; 0.10% on next $1,000,000; 0.05% on assets over $4,000,000
Account minimum: $500,000 for institutional accounts; no minimum for retail/individual accounts
4309 Spanish Trail
Pensacola, FL 32504
Alabama · Florida
Mugarian Investment Group, Llc
2000 - Present (26 years)
Painewebber Incorporated
2000 - Present (26 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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