John Jackson is a CFP-designated registered investment advisor at Stewards Advisory Services, based in Yonkers, NY, with 4 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 71 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Minimum annual fee is $6,250 and minimum portfolio size is $500,000. Minimums and fees are negotiable based on criteria such as full-time Christian ministry or charitable intent.
Fee Estimator
Location
Yonkers, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stewards Advisory Services
State Registrations1 state
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Exams
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