John Stitt
John Stitt is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
January 2004Other Business ActivitiesSells Insurance
John is an independent insurance agent and sole proprietor since 1992, selling business and individual health, life, disability, and long-term care insurance. He dedicates about a quarter of his time to this, with minimal time spent during trading hours.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Ogilvie Security Advisors CorporationBroker
Princor Financial Services CorporationBroker
State Registrations5 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.