St. John & Associates, INC.
Assets Under Management
$116.1M
Number of Clients
153
Number of Advisors
4
Average Client AUM
$759K
AUM per Advisor
$29.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
St. John & Associates, Inc. provides personal financial planning, portfolio management, and a range of financial services. They use model asset allocation portfolios and offer different engagement types: Full Financial Services, Portfolio Management Plus, and Portfolio Management Only.
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Location
500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441
