John Kostic

Tel: (949) 660-7297
3300 Irvine Ave
Suite 320
Newport Beach, CA 92660

Leading the Charge in Wealth Management


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.

25 Years of Experience



General Information
Firm Start Year:   1984
No.of Employees:   20-49
Insurance License#:   0F82751
Name of Broker/Dealer:   Finance 500
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   CA, AZ, TX, DE, PA, NJ, GA,
Number of Years with Current Firm:   10
I work with the following types of clients:   Businesses , Individual Investors


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Life Settlement Broker , HMO , Long Term Care , Life , Health , Annuity
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , Financial Planning Association (FPA)


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


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


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions , Based on Assets
Fee % Based on Assets:   1-3%



FAQs

  • Do you have a customer satisfaction or refund policy? All of our costs are billed in arrears - not in advance. You will know very soon if you are satisfied with my services before you pay any costs. Financial plans have a 100% satisfaction refund policy.
  • What are your qualifications? What is your education background? I started in the industry in 1989 after serving in the U S Army. I began learning the financial planning process and soon earned my Certified Financial Planning designation in 1995. I currently have the Series 7 general securities license, Series 65 Register Investment Advisor license, Series 3 Managed Futures and Commodities license, Life and Health Insurance license.
  • What is your approach to financial planning? You will find that I am very successful in understanding the needs and concerns of my clients and create customized, individual plans and strategies. There are no one size fits all computer generated financial plan. Investment portfolios, wills and trusts, tax and corporate strategies must be designed and implemented one happy client at a time.
  • What services do you offer? Wealth Management to include: Investment Portfolio Design and Management, Corporate Benefits, Estate Planning and Business Succession, Charitable Trust Planning. I am an Investment Advisory Representative of F500 Advisory Services Inc., an SEC regulated Advisory firm.
  • How many clients do you currently manage? Apporximatly 100 clients
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John Kostic

John Kostic

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


John J. Kostic is a Certified Financial Planner ? and an Advisor
Representative of Finance 500 Advisory Services, Inc. John is
also the President of Helix Wealth Partners, Inc. a wealth
management and estate planning firm in Newport Beach, CA. Over
the last 25 years, John has developed expertise is in the areas
of investment management, wealth transfer strategies, business
succession and the creative application of life insurance in tax
planning.

John began his career in 1989 with CIGNA Finical Advisors in
Cherry Hill NJ and quickly developed his knowledge and technical
skills. In 2001, John transitioned to the Ultra High net worth
practice The Ashton Group in Irvine CA where he networked with,
designed and implemented comprehensive wealth management plans
for some of the region's most successful families.

In 2005, John formed helix Wealth Partners and has been enjoying
running his own firm and creating close relationships with his
clients. In 2013, John joined Finance 500 Advisory Services and
has integrated all his investment advisory services with their
team to deliver enhanced client services.

Before his professional career, John was a Captain in the U.S.
Army and an attack helicopter pilot. John and his wife Lisa have
been married for over 20 years, have two daughters who are
accomplished ballet dancers and live in Newport Beach, CA.

Communities Served

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

Compensation Arrangements

Check Visa
MasterCard American Express

Awards & Recognitions


Five Star Wealth Manager - Orange County CA
(03/01/2013)

Named as a "Five Star Wealth Manager" by Orange Coast Magazine

Social Networks


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