John Stone
John Stone is a registered investment advisor at Calvert Wealth Management, INC., based in Dunkirk, MD, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 359 clients with $170M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Fee is negotiable on a client-to-client basis. Calvert Wealth Management maintains a $100/quarter minimum fee.
Fee Estimator
Location
3175 West Ward Road, Suite 120, Dunkirk, MD, 20754
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 involved with the Calvert County Chamber of Commerce (networking, non-profit, no compensation), Calvert Wealth Mgmt. (full-time financial advisor and portfolio manager), APW Capital Inc. (registered representative, devoting about 10-20% of his time), and as a licensed insurance agent (life, variable life & variable annuity products, dedicating minimal time).
Employment History
Current Registrations
Calvert Wealth Management, INC.
Apw Capital, INC.Broker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations10 states
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