John Saunders
John Saunders is a registered investment advisor at Scs Asset Management, INC, based in Lutz, FL, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $30M 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 $300K | 2.00% |
| $300K - $700K | 1.75% |
| $700K - $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for assets greater than $20,000,000. There is an additional 0.05% charge per year for each additional account when managing a "household" account. Fees will not exceed 2.00%.
Fee Estimator
Location
17872 Us Highway 41 N, Lutz, FL, 33549
Get directionsHistory
Regulatory History (1)
Criminal
May 1984Other Business ActivitiesSells Insurance
John is the president of SCS Asset Management, Inc., working full-time as an investment advisor since 2004. He is also the president of Saunders Asset Mgt Inc., dedicating about half his time to insurance products and pension plan consulting since 2004.
Employment History
Current Registrations
Scs Asset Management, INC
Previous Registrations
Securities Research, INC
Securities Research, INC.Broker
State Registrations4 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.