John Steiner is a CFA-designated registered investment advisor at Welon Partners, based in Montgomery, AL, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 44 clients with $57M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Trust accounts are billed on a separate schedule ranging from 1.0% to 1.75%. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
105 Tallapoosa Street, Suite 109, Montgomery, AL, 36104
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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.
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John is a managing director of Welon Fiduciary Services, a trust services company founded in 2022. He dedicates a few hours per week to marketing activities for the company.
Employment History
Current Registrations
Welon Partners
Previous Registrations
Quintus Asset Management INC
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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