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John Schweizer

Advisor at Lci Advisors

Updated today
Lci Advisors logo

Firm

Lci Advisors

Location

Glencoe, MO 63038

Credentials

Series 63, Series 65

Industry experience

11 years

About

John Schweizer is a financial advisor at LCI Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the owner and operator of Confluence Property Management, LLC, where he manages residential rental properties. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process alongside specialized strategies such as concentrated momentum-oriented and combined value-technical portfolios.

Client services

Based on Lci Advisors

Portfolio management Selection of other advisers

Expertise

Based on Lci Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Fixed

Negotiable fixed fees for investment advice, portfolio evaluation, or reporting services as described above.

Percentage

$0 - $250,000: 2.00% (Focused Growth Portfolio) $250,001 - $500,000: 1.25% (Focused Growth Portfolio) $500,001 - $1,000,000: 1.00% (Focused Growth Portfolio) $1,000,001+: 0.50% (Focused Growth Portfolio) $0 - $250,000: 1.25% (All other equity and Customized Portfolios) $250,001+: 1.00% (All other equity and Customized Portfolios) $0 - $250,000: 1.00% (Fixed-income portion) $250,001+: 0.90% (Fixed-income portion) $0 - $50,000: 0.65% (ETF Portfolios) $50,001+: 0.45% (ETF Portfolios) $0+: 0.65% (ETF International Portfolios)

Other

Account minimum: $10,000 Fee-only: Fixed fees for portfolio evaluation or reporting services: $500 for up to five accounts, $1,000 for more than five accounts, $2,500 for full asset and liability review.

Location

1351 Shepard Rd

Glencoe, MO 63038

Most active in

Missouri

Work history

Confluence Property Management, LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bruce K

Series 65

Fenton, MO

Midwest Investment Advisors, LLC

Options & derivatives strategies Real estate investing Annuities
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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Active portfolio management
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Matthew D

Series 66

St. Peters, MO

Durham Wealth Management, LLC

General retirement planning Cash flow / budgeting
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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