John Charles Koudsi
Advisor at Core Financial — El Segundo, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
27 years
Location
El Segundo, CA 90245
Core Financial
Supported
John Koudsi is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is a managing member and strategist of Trojan Storage, a commercial storage firm, and also serves as managing member of 31Ten Lounge, a restaurant and lounge in Santa Monica. He has worked at Counterpoint Mutual Funds, LLC since 2014 and Core Financial Partners Inc. since 2010. Core Financial Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, and insurance company clients. The firm provides financial planning, consulting, and wrap-fee asset management, constructing portfolios with mutual funds, ETFs, individual securities, and a range of private and alternative investments.
Based on Core Financial
Based on Core Financial
Financial planning and consulting flat fees generally range from $1,800 to $50,000 annually
$0 - $10,000,000: 1.00% annually $10,000,000 - $20,000,000: 0.90% annually $20,000,000 - $50,000,000: 0.75% annually $50,000,000+: 0.60% annually
$450/hour
Account minimum: $500,000
El Segundo, CA
222 N Pacific Coast Highway, Ste 1900
El Segundo CA 90245
Advisors at this office
1
California · Texas
27 years of industry experience
Counterpoint Mutual Funds, LLC
2014 - Present • 12 years
San Diego, CA
Core Financial Partners Inc.
2010 - Present • 16 years
Venice, CA
Ameriprise
1997 - 2010 • 13 years
Venice, CA
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Insurance agent
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