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John Stuart
19 Years of Experience
Dallas, TX
1 Disclosure
John Stuart is a registered investment advisor at Ironwood Wealth Management LLC, based in Dallas, TX, 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $2M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$246K average
Assets Under Management
$2.0M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2020Final
Employment History
Current Registrations
Ironwood Wealth Management LLC
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ironwood Wealth Management LLC
June 2014 - December 2018 · 4 yrs 6 mos
Ironwood Wealth Management LLC
June 2014 - December 2015 · 1 yr 6 mos
Ironwood Wealth Advisors, LLC
October 2012 - September 2014 · 1 yr 11 mos
Fsc Securities Corporation
April 2009 - June 2009 · 2 mos
Ironwood Asset Management, LLC
March 2009 - May 2011 · 2 yrs 2 mos
Fsc Securities CorporationBroker
March 2009 - September 2011 · 2 yrs 6 mos
Fsc Securities Corporation
March 2009 - March 2009 · 0 mos
AXA Advisors, LLC
February 2006 - February 2009 · 3 yrs
AXA Advisors, LLCBroker
May 2005 - February 2009 · 3 yrs 9 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.