John Stevens
John Stevens is a registered investment advisor at Strategic Financial Concepts, LLC, based in Kerrville, TX, with 21 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,824 clients with $930M 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 | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on individual client circumstances and the scope of the relationship. LPL sponsored advisory program fees have separate maximums up to 2.50% or 3.00%.
Fee Estimator
Location
521 Earl Garrett Street, Kerrville, TX, 78028
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other Business Activities
John works as a coach/personal trainer for Delphi since 2017. This activity is not investment-related.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Edward Jones
Edward JonesBroker
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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