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Caitlin John, llc

Updated today

Total assets under management

$183,421,272

Total clients

733

4% high-net worth

Total advisors

20

of 24 employees

Firm size

Multi Team

Average clients per advisor

37

Average account size

$250,234

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for planning services, negotiable and agreed upon before service commencement.

Percentage

$0+: Up to 2.48% annually (Wrap Fee Program - single negotiable fee not to exceed 2.48%) $0+: Up to 3.00% annually (Non-wrap Fee Arrangement - fee not to exceed 3.00%) $0+: Up to 1.50% annually (Consulting & Advisory Services ongoing fee, fixed or tiered, negotiable, max 1.50%) $0+: Up to 1.50% annually (Qualified Retirement Plan Fees, fixed percentage, negotiable, max 1.50%)

Commissions

IARs may receive commissions from insurance product sales separate from advisory fees.

Project-based

Hourly fees for planning services, negotiable based on complexity and client needs.

Subscriptions

Ongoing planning services charged as annual fixed fees, negotiable and billed annually.

Other

Account minimum: $250,000 Fee-only: Fixed or hourly fees for financial/planning services, negotiable based on complexity and meetings required.

Disclosures

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

Business activities & affiliations

Main office location

Caitlin John, llc

1024 E. Grand River Ave, Suite B

Brighton MI 48116, United States

Number of offices

16

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