John Stults
John Stults is a registered investment advisor at Ameritas Advisory Services, LLC, based in San Antonio, TX, with 26 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, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
10715 Gulfdale St Ste 225, San Antonio, TX, 78216
Get directionsHistory
Regulatory History (1)
Regulatory
October 1993Other Business ActivitiesSells Insurance
John is an independent insurance agent selling fixed insurance products, disability, and long-term care insurance, and is also involved in life insurance and annuities placement. He also works as a ladder assist for property insurance adjusters and holds a secretary position at Blanco Chamber of Commerce, dedicating about a quarter of his time to his insurance business and financial planning, minimal time to the Chamber of Commerce, and full-time hours to ladder assist and life insurance/annuities placement.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations6 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.