John Sturtevant is a registered investment advisor at Guidesource Capital Management, LLC, based in Tucson, AZ, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GuideSource Capital Management charges an annual fee based on the value of your portfolio. The fee ranges are:
- $50,000 - $249,000: 1.50%
- $250,000 - $500,000: 1.00% - 1.50%
- $500,000 - $999,999: 0.85% - 1.00%
- $1,000,000 - $2,499,999: 0.75% - 1.00%
- $2,500,000 and up: 0.65% - 1.00%
The final fee schedule is negotiable and will be in your advisory agreement.
Location
Tucson, AZ
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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.
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John is a Director of Strategic Development and Board Member at CorporateCARE Solution, Inc., a company providing backup child and adult care benefits. He dedicates about 10-20% of his time to this role and expects to derive 10% of his total yearly compensation from it.
Employment History
Current Registrations
Guidesource Capital Management, LLC
Previous Registrations
Greenberg Financial Group
Perspective Financial Services LLC
Miller/russell & Associates, 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.