St. Johns Investment Management (SJIM) offers continuous investment advice based on your individual needs. SJIM works with you to establish financial goals and objectives, then creates and manages a portfolio tailored to your specific situation. SJIM may manage accounts with or without the authority to make trades without asking you first. Portfolios typically include a mix of stocks, bonds, and exchange-traded funds.
Assets Under Management$370M
Clients239
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable based on several factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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