Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
32,545 clients
Average Client Portfolio
$61K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50K0.50%
$50K - $100K0.40%
$100K - $250K0.30%
$250K+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1282B Cornwall Rd, Oakville, L6J 7W5

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
John Hancock Personal Financial Services, LLC
October 2024 - Present · 1 yr 4 mos
State Registrations4 states
CACTMANY
Advisor
Exams
No exam information available for this advisor.
James Duncan Stewart - Financial Advisor | TrueAdvisor