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John Sauers

22 Years of Experience
Loganville, GA

John Sauers is a registered investment advisor at Associated Financial Partners, INC., based in Loganville, GA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 120 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
120 clients
Average Client Portfolio
$202K average
Assets Under Management
$24.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $1000K1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Loganville, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a VP at HSI MGMT INC and President at Associated Financial Partners Inc., where he provides wealth management services. He also serves as chairman of the Rotary Club of Loganville, publishes a newsletter, is a member of Sauers Paint & Body Shop, LLC, and fulfills obligations as President, CEO, CFO, and Secretary for Associated Financial Partners, Inc. as a corporate RIA.

Employment History
Current Registrations
Associated Financial Partners, INC.
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Kovack Advisors, INC.
January 2015 - April 2015 · 3 mos
Resource Horizons Investment Advisory, INC.
January 2008 - December 2014 · 6 yrs 11 mos
Resource Horizons Group, L.L.C.
January 2005 - December 2007 · 2 yrs 11 mos
Metlife Securities INC.
April 2003 - January 2005 · 1 yr 9 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.
John Sauers - Financial Advisor | TrueAdvisor