Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
4800 Bee Caves Road, Austin, TX, 78746
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a managing member of several commercial real estate entities (RJ Bee Caves, LLC and SS Overlook) and Per Stirling Group, LLC, each requiring minimal time. He is also a managing member and owner of Per Stirling Private Wealth, spending about 10-20% of his time there, and a registered representative with B.B. Graham & Company. John spends nearly all of his time as a managing member, owner, and investment advisor representative of Per Stirling Capital Management, LLC.