John Roe is a CFP-designated registered investment advisor at Ameritrust Investment Advisors INC, based in Tulsa, OK, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 116 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25M+ | 0.35% |
Annual fees may be subject to a minimum charge of $5,000.
Fee Estimator
Location
4506 S Harvard Ave, Tulsa, OK, 74135
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Ameritrust Investment Advisors INC
Previous Registrations
Ameritrust Investment Advisors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ronald Dugan, CFAAmeritrust Investment Advisors INC
- Jonathan Pixley, CFPRealm Financial Planning
- Joshua Jakubovitz, CFPWarburton Capital Management, LLC
- Daniel Beutel, CFPCouncil Oak Wealth Advisors
- Kelcy Flores, CFPCorient
- Ethan Cordray, CFPMariner