John Stamas is a registered investment advisor at Defender Capital, based in Charlotte, NC, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 187 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Defender Capital charges an annual investment advisory fee, paid monthly, based on the value of your portfolio. The fee ranges from 0.50% to 2.00% per year, depending on the investment strategy and account size. Fees may be reduced or waived for certain individuals at the discretion of management.
Location
1310 South Tryon Street, Suite 101, Charlotte, NC, 28203
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Regulatory History (1)
Regulatory
August 2006Other Business Activities
John is a manager at DJS Investments, LLC, a real estate company, since 2007, and a general partner at Defender Capital Partners LLC, an investment fund, since 2013. He spends about 10-20% of his time on each activity, providing management oversight and overall management responsibility, respectively.
Employment History
Current Registrations
Defender Capital
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Moors & Cabot Financial Advisors, LLCBroker
Moors & Cabot, INC.Broker
Weatherly Securities CorporationBroker
Oppenheimer & CO., INC.Broker
State Registrations2 states
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.