John Simkins
John Simkins is a registered investment advisor at Stewardship Advisors, LLC, based in Mount Joy, PA, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 647 clients with $460M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Contact
John Simkins
Location
321 W. Main Street, Mount Joy, PA, 17552
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 →Other Business ActivitiesSells Insurance
John teaches Sunday school and works with middle school youth at Elizabethtown Mennonite Church, and is an independent insurance agent. He also reviews taxes with clients, chairs a church finance committee, and is a board member for a non-profit organization.
Employment History
Current Registrations
Stewardship Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investment Advisors
Proequities, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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.