Johnathan Frerichs is a CFP-designated registered investment advisor at Bluestem Financial Advisors, LLC, based in Savoy, IL. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 185 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bluestem Financial Advisors provides ongoing investment management as part of its open retainer service, which charges an annual fee based on a percentage of your total net worth rather than just your investment portfolio. The fee structure includes:
- Net worth up to $1,000,000 — 0.80% on amounts over $625,000, with a minimum base fee of $5,000
- Net worth from $1,000,000 to $3,000,000 — $8,000 base fee plus 0.65% on net worth over $1,000,000
- Net worth over $3,000,000 — $21,000 base fee plus 0.40% on net worth over $3,000,000
The minimum annual fee for this service is $5,000.
Location
1809 Woodfield Drive, Suite A, Savoy, IL, 61874
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 →Employment History
Current Registrations
Bluestem Financial Advisors, LLC
State Registrations1 state
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
- Nicholas Vogel, CFPBluestem Financial Advisors, LLC
- Samuel Wesley, CFPBluestem Financial Advisors, LLC
- Timothy Lee, CFPBluestem Financial Advisors, LLC
- Jacob Kuebler, CFPBluestem Financial Advisors, LLC
- Joseph Miebach, CFPBluestem Financial Advisors, LLC
- Joshua Cutler, CFPBluestem Financial Advisors, LLC