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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 153 clients with $130M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Schedule reflects Portfolio Management Only rates. St. John & Associates also offers higher tier schedules for Portfolio Management Plus (up to 1.50%) and Full Financial Planning (up to 2.00%). Fees for assets over $10M may be negotiable.
Fee Estimator
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.
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 →Other Business Activities
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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