John
Schott
The Colony Group, LLC
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About this Advisor
John Schott is a financial advisor based in Boca Raton, Florida, working with The Colony Group, LLC. John has previously held positions at Steinberg Global Asset Management and The Colony Group, LLC. John is registered to provide services in Florida. Currently, John is part of The Colony Group, LLC, which operates out of Boca Raton, Florida. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
John Schott Work History
The Colony Group, LLC
Steinberg Global Asset Management
Disclosures
Please visit the SEC profile of John Schott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Colony Group, LLC
Babylon, NY
Boston, MA
Newton Center, MA
Boston, MA
Babylon, NY
Bethesda, MD
Babylon, NY
Bethesda, MD
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