John Stuart is a registered investment advisor at High Point Wealth Management, LLC, based in Chester, NJ, with 24 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 146 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range between 0.25% and 1.00% depending on the market value of assets and the type of investment management. Fees are negotiable.
Fee Estimator
Location
31 Fairmount Avenue, Suite 105, Chester, NJ, 07930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
High Point Wealth Management, LLC
Previous Registrations
D.A. Davidson & CO.Broker
Keybanc Capital Markets INC.Broker
Clsa Americas, LLCBroker
Credit Agricole Securities (USA) INC.Broker
Credit Suisse Securities (USA) LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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