Stephanie Johnston
Stephanie Johnston is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Crystal Lake, IL, with 16 years of industry experience. Stephanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Crystal Lake, IL
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 Activities
Stephanie is the VP of Public Relations for Toastmasters International, a curriculum-based organization. She spends a few hours per week posting on the club's Facebook page and writing summary emails for club members.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations53 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
More Advisors
- Andrew Carman, CFPLPL Financial LLC
- James Farmer, ChFCTlg Advisors, INC.
- Patricia Loris, CFPLPL Financial LLC
- Keith Schoepke, CFPWynstone Investment Advisors, LLC.
- Wayne Pover, CFPLPL Financial LLC
- Joseph Johnson, CFPCetera Investment Advisers LLC