Advisor at Thayer Partners LLC
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John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.
Based on Thayer Partners LLC
Based on Thayer Partners LLC
Fixed annual consulting fee for tax, financial and estate planning reviews (at Advisor's discretion); fixed monthly fees for business advisory services ranging from $1,250 to $6,250 per month; fixed fees for retirement plan advisory services ranging from $3,000 to $35,000
$0 - $500,000: Equivalent to $5,000 minimum annual fee (billed quarterly at $1,250) $500,000+: 0.50% to 1.50% annually based on complexity and relationship factors
Account minimum: $500,000 (minimum asset level for standard investment management fees; otherwise $5,000 annual minimum fee applies) Minimum fee: $5,000 per annum minimum advisory fee for separately managed accounts with less than $500,000 assets Fee-only: Investment advisory fees based on assets under management and fixed fees for financial planning and business advisory services
Wyndmoor, PA
Pennsylvania
Commonwealth Financial Network
2012 - 2017 (5 years)
Thayer Partners, Llc
2011 - Present (15 years)
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