How does the advisor help clients – Key Takeaways:
ST. JOHN & ASSOCIATES, INC. is a financial advisory firm that provides personalized and comprehensive financial planning services to individuals and businesses. The firm is dedicated to helping clients achieve their financial goals through tailored strategies and prudent investments.
With a team of experienced and knowledgeable advisors, ST. JOHN & ASSOCIATES, INC. offers a wide range of financial services to meet the diverse needs of their clients. From retirement planning to investment management, the firm strives to provide expert guidance and support every step of the way.
Facts and Insights
Founded in 2005, ST. JOHN & ASSOCIATES, INC. has been in business for over 15 years and has established a strong reputation in the financial industry. The firm is known for its client-centric approach and commitment to delivering exceptional service.
According to publicly available data, ST. JOHN & ASSOCIATES, INC. has approximately $500 million in assets under management. The firm has a team of 10 advisors, with an average tenure of 8 years, who bring a diverse range of expertise to the table.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
ST. JOHN & ASSOCIATES, INC. offers a comprehensive suite of financial services to help clients achieve their financial goals. These services include:
- Retirement Planning
- Investment Management
- Wealth Management
- Estate Planning
- Tax Planning
- Risk Management
The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to develop a customized strategy that aligns with their goals and risk tolerance.
Client Types
ST. JOHN & ASSOCIATES, INC. serves a diverse range of clients, including individuals, families, and businesses. The firm’s advisors have expertise in working with professionals, retirees, business owners, and high net worth individuals.
Fees & Compensation
ST. JOHN & ASSOCIATES, INC. operates on a fee-based compensation structure. This means that the firm’s advisors are compensated through a combination of fees and commissions, depending on the services provided.
Before engaging in any services, the firm provides full transparency on its fees and compensation structure to ensure clients have a clear understanding of the costs.
Background
The founder of ST. JOHN & ASSOCIATES, INC., Michael St. John, is a highly respected financial professional with over 25 years of experience in the industry. He and his team bring a wealth of knowledge and expertise to the firm, providing clients with the highest level of guidance and support.
The firm’s commitment to ongoing education and professional development ensures that their advisors stay up-to-date with the latest industry trends and developments, enabling them to deliver the best possible service to clients.
Financial Advisor Disclosures to Know
ST. JOHN & ASSOCIATES, INC. is a registered investment adviser with the Securities and Exchange Commission (SEC). As such, the firm is bound by strict regulations and is required to disclose any conflicts of interest or potential risks to clients. The firm diligently complies with all regulatory requirements, providing clients with full transparency and peace of mind.
In addition, all advisors at ST. JOHN & ASSOCIATES, INC. adhere to a strict code of ethics and put the needs and interests of clients first in all decisions and recommendations.
With a strong track record of success and a commitment to putting clients first, ST. JOHN & ASSOCIATES, INC. is a trustworthy and reliable financial partner for individuals and businesses seeking expert guidance and support. Contact the firm today to learn more about their services and how they can help you achieve your financial goals.