Advisor at GuideSource Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GuideSource Capital Management, LLC
Location
Tucson, AZ
Credentials
Series 63, Series 65
Industry experience
19 years
John Sturtevant is a financial advisor at GuideSource Capital Management, LLC with 19 years of industry experience. He has held his current position since 2017 and previously worked at Greenberg Financial Group. Outside of advising, he serves as a director of strategic development and board member for CorporateCARE Solution, Inc., a company providing backup child and adult care benefits for employers. GuideSource Capital Management offers discretionary portfolio management to individual and high-net-worth clients, utilizing a range of analytical techniques and investment strategies across multiple asset classes. The firm manages a concentrated client base with accounts held at Schwab Institutional.
Based on GuideSource Capital Management, LLC
$100 retainer plus up to $400 depending on portfolio complexity for portfolio analysis and re-balancing recommendations
$50,000 - $249,000: 1.50% $250,000 - $500,000: 1.00% - 1.50% $500,000 - $999,999: 0.85% - 1.00% $1,000,000 - $2,499,999: 0.75% - 1.00% $2,500,000+: 0.65% - 1.00%
Account minimum: $50,000
Tucson, AZ
Arizona
GuideSource Capital Management, LLC
2017 - Present (9 years)
Greenberg Financial Group
2016 - 2017 (1 year)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Tucson, AZ
Hobbs Advisory Services
CFP®
Tucson, AZ
Beckett Collective
CFP®
Tucson, AZ
Forthright Finances LLC
Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
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