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Featured Business Financial Advisor in Newport Beach, CA
Newport Beach Financial Advisors
F500 Advisory Services
3300 Irvine Ave, Suite 320
Newport Beach, CA 92660
“Leading the Charge in Wealth Management”
Advisor Profile
John Kostic
Name:  John Kostic

About F500 Advisory Services

Locally Grown Fortunes Begin Here

ABOUT US

Founded in 1984, F500 Advisory is a stable, secure, and long-term
presence in the U.S. investment advisory world. With over 100 years
of collective experience on our advisory and fund management teams,
we provide prudent investment planning and personalized customer
service to each and every client. The proof of our performance lies
in the long-term relationships we have continually maintained.

OUR APPROACH

We recognize that portfolios do not grow on their own. Proper asset
allocation and sound investment selections are critical for
conserving value and maximizing growth. In addition, portfolios
need to be monitored and occasionally adjusted, in order to
maximize performance and manage risk. F500 Advisory Services does
all of this and more for you to ensure consistent and stable
results.
 

General Information

Name of Custodial Firm:    TD Ameritrade
Name of Broker/Dealer:    Finance 500
States Willing to do Business in:    Aliso Viejo,Anaheim,Brea,Capistrano Beach,Costa Mesa,Dana Point,Foothill Ranch,Fountain Valley,Fullerton,Huntington Beach,Irvine,Ladera Ranch,Laguna Beach,Laguna Hills,Laguna Niguel,Lake Forest,Lakewood,Long Beach,Los Alamitos,Mission Viejo,Newport Beach,Newport Coast,Orange,Rancho Santa Margarita,San Clemente,San Juan Capistrano,Santa Ana,Seal Beach,Sunset Beach,Surfside,Trabuco Canyon,Tustin,Villa Park,Westminster,Whittier,Yorba Linda,All Orange County
Number of Years with Current Firm:    10
Years of Experience in Financial Services:    25
I work with the following types of clients:    Businesses, Individual Investors
States Licensed in:    CA, AZ, TX, DE, PA, NJ, GA,
Insurance License#:    0F82751
CRD#:    2062399
Gender:    Male
 

Services

I can meet clients in the following ways:    Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), FOREX & Currency, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
Insurance and Annuity Licenses:    Life Settlement Broker, Long Term Care, Life, HMO, Health, Disability, Annuity
Securities Licenses:    Series 3, Series 65, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Assets Managed by Advisor:    $15,000,000
Assets Managed by Firm:    $500,000,000
Firm's Number of Managed Clients:    45
Firm's Number of Planning Clients:    30
Firm's Number of Clients:    95
Advisor's Number of Planning Clients:    30
Advisor's Number of Managed Clients:    45
Advisor's Number of Clients:    85
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $250,000
Fee % Based on Assets:    1-3%
Compensation Methods:    Commissions, Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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