John Robb is a registered investment advisor at Stone Creek Group, LLC, based in Englewood, CO, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 90 clients with $180M 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
2390 W. Dartmouth, Englewood, CO, 80110
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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 →Other Business Activities
John is the sole member of Stone Creek Fund Management LLC since 2019. This investment-related activity requires a few hours per week.
Employment History
Current Registrations
Stone Creek Group, LLC
Previous Registrations
Alliancebernstein L.P.
State Registrations3 states
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