St. John & Associates, INC.
Assets Under Management
$116.1M
Number of Clients
153
Number of Advisors
4
Average Client AUM
$759K
AUM per Advisor
$29.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
St. John & Associates, Inc. provides investment supervisory services using model portfolios, personal financial planning, and a range of financial services. They offer full financial services, portfolio management plus, or portfolio management only. Portfolios are tailored to client needs based on their financial plan and risk profile. They also offer pension consulting services.
Fee Structure
This firm offers three fee schedules: one for financial services with portfolio management, one for portfolio management with limited financial services, and one for portfolio management only. New clients start with a financial service contract, which includes an initial retainer fee between $1,000 and $5,000 for the development of a financial plan, plus an additional fee for each quarter until the plan is completed. Asset-based fees are charged quarterly in arrears. Fees may be negotiable for assets over $10,000,000. A minimum of $250,000 of assets under management is required for portfolio management services, but this may be negotiable.
Areas of Practice
Location
500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441
