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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Schott is a financial advisor affiliated with The Colony Group, LLC. John has been active in the industry since September 1994 and is currently registered in Florida as an Investment Advisor Representative. John's specialties include financial planning, portfolio management for individuals and businesses, and education seminars. The Colony Group, LLC, headquartered in Boston, MA, is a large financial firm with over 765 employees serving a diverse clientele, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm provides a comprehensive suite of advisory services including portfolio management, financial planning, insurance solutions, and more. The Colony Group manages over $21 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
FL
06/14/2019 - Present
THE Colony Group, LLC (Boca Raton FL)
Active
Inactive
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