Elizabeth Rutherford is a registered investment advisor at Johnson Sterling, INC., based in Birmingham, AL, with 30 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 388 clients with $3.3B 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 $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable. JS may stack assets in related accounts of a single client to reach fee breakpoints.
Fee Estimator
Location
820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209
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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 →Other Business ActivitiesSells Insurance
Elizabeth is the President and CCO of Johnson Sterling Inc, a registered investment advisor, dedicating nearly all of her time to this role. She is also the President of Johnson Sterling Consulting, Inc., providing group disability and life insurance consulting, taking about 10% of her time.
Employment History
Current Registrations
Johnson Sterling, INC.
State Registrations1 state
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