Stephen Schuman
Stephen Schuman is a registered investment advisor at John Hancock Personal Financial Services, LLC, based in Boston, MA, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32,545 clients with $2B 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 $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.
Fee Estimator
Location
200 Berkeley Street, Boston, MA, 02116
Get directionsHistory
Regulatory History (1)
Criminal
November 1992Other Business Activities
Stephen is a drummer/musician in a band called Rewind.
Employment History
Current Registrations
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLCBroker
Previous Registrations
Manulife Investment Management (US) LLC
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Bear, Stearns & CO. INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Scudder Distributors, INC.Broker
Scudder Investor Services, INC.Broker
State Registrations52 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.