John Steigerwald
John Steigerwald is a CFP-designated registered investment advisor at Legacy Advisors, LLC, based in Plymouth Meeting, PA, with 21 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 317 clients with $5.2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Schedule reflects the Betterment program tier structure. Standard portfolio management fees generally go up to 1.25%. Fees are negotiable.
Fee Estimator
Location
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462
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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 works as a client advisor at Legacy Advisors, LLC, dedicating full-time hours to providing investment and financial planning advice. He is also a registered representative with M. Holdings Securities, Inc. and sells private placements, while volunteering as a treasurer for Saint Anthony Youth.
Employment History
Current Registrations
Legacy Advisors, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Sage Financial Group INC.
Das Financial Services, INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations2 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.
Exams
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