JG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
60 clients
Average Client Portfolio
$354K average
Assets Under Management
$21.2M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
GIA charges an annual fee based on assets under management, as shown in the table. Fees are negotiable. There is no minimum account balance required. Clients may also be subject to custodial service charges and transaction costs charged by the custodian and/or broker-dealer, as well as internal fees and expenses charged by mutual funds and ETFs.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
3816 S. Greystone Ct., Suite A, Springfield, MO, 65804
Get directionsRegulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2006Settled
Customer Dispute
March 2006Settled
Regulatory
October 1999Final
Other Business Activities
John is a co-member of Suiter and Gill Enterprises, L.L.C., a real estate holding and operating company that owns the building where he works. He dedicates minimal time per month to bookkeeping and property maintenance.
Employment History
Current Registrations
Greystone Investment Advisors, INC.
August 1997 - Present · 28 yrs 5 mos
Previous Registrations
The Stewardship Center, INC.
September 2003 - June 2010 · 6 yrs 9 mos
Saxony Securities, INC.Broker
September 2002 - September 2007 · 5 yrs
Greystone Securities CorporationBroker
February 1995 - February 2003 · 8 yrs
Andover Securities, INC.Broker
February 1990 - January 1995 · 4 yrs 11 mos
Ffp Securities, INC.Broker
June 1985 - March 1990 · 4 yrs 9 mos
First Affiliated Securities, INC.Broker
May 1984 - May 1986 · 2 yrs
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.