Gregory John is a registered investment advisor at St. John & Associates, INC., based in Roswell, GA, with 23 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 153 clients with $130M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Schedule reflects Portfolio Management Only rates. St. John & Associates also offers higher tier schedules for Portfolio Management Plus (up to 1.50%) and Full Financial Planning (up to 2.00%). Fees for assets over $10M may be negotiable.
Fee Estimator
Contact
Gregory John
Location
500 Sun Valley Drive, Suite D-3, Roswell, GA, 30076
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 →Employment History
Current Registrations
St. John & Associates, 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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