John Mcbride
John Mcbride is a registered investment advisor at Stewardship Wealth Advisors, based in Phoenix, AZ, with 19 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 117 clients with $93M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.80% |
| $6M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1440 E. Missouri Avenue, Suite C115, Phoenix, AZ, 85014
Get directionsHistory
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 ActivitiesSells Insurance
John is the owner of Stewardship for Life, Inc. since 2003, providing life and disability insurance to clients. This activity takes minimal time.
Employment History
Current Registrations
Stewardship Wealth Advisors
Previous Registrations
Fsc Securities Corporation
Aegis Financial Group, INC.
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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