John H. Mckewen Iii is an adviser based in Worthington. It manages $21 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2005.
John H. Mckewen Iii provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John H. Mckewen Iii is $21 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay John H. Mckewen Iii for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where John H. Mckewen Iii performs its advisory services is located at 579 High Street, Worthington, OH 43085, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-888-2222 or by fax 614-436-8920. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.