Richard Stjohn is a registered investment advisor at St. John & Associates, INC., based in Roswell,, GA, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 153 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
St. John & Associates offers three investment management service levels, each with different fees:
- Portfolio Management Only: Fees range from 1.00% to 0.40% annually, depending on the amount you invest. A minimum of $250,000 is required, but this may be negotiable.
- Portfolio Management Plus (Limited Financial Services): Fees range from 1.50% to 0.60% annually, depending on the amount you invest. A minimum of $250,000 is required, but this may be negotiable.
- Full Financial Planning and Services: Fees range from 2.00% to 0.80% annually, depending on the amount you invest. A minimum of $250,000 is required, but this may be negotiable.
Fees are charged quarterly. Some clients have accounts managed through Orion/TD Ameritrade (now Schwab) with a 1.0% annual fee charged monthly by Orion.
Location
500 Sun Valley Drive, Suite D-3, Roswell,, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a managing member with his wife in a real estate limited partnership called RR II, LLC.
Employment History
Current Registrations
St. John & Associates, INC.
State Registrations2 states
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