Seok Jo
Advisor at STS Wealth Management, Inc.
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.
Advisor at STS Wealth Management, Inc.
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.
Location
La Crescenta, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Seok Jo is a CFP® professional with 24 years of industry experience, currently serving as president of STS Wealth Management, Inc. He has held roles at Royal Alliance Associates Inc. dba Crown Financial Partners since 2015 and The Pacific Bridge Companies since 2014. STS Wealth Management, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses fundamental analysis and a long-term trading approach, creates individualized Investment Policy Statements, and offers wealth-planning engagements on fixed-fee or hourly bases.
Based on STS Wealth Management, Inc.
Fixed financial planning fees starting at $3,000, negotiable
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Representative accepts commissions from sale of securities; commissions are not primary source of income and advisory fees are reduced to offset commissions
Hourly financial planning fees generally range from $300 to $500 per hour, specifically $500 per hour stated
Account minimum: $250,000 Fee-only: Financial planning fees: Fixed fees starting at $3,000, Hourly fees at $500 per hour
La Crescenta, CA
California · Florida · Hawaii · Maryland · New Jersey · North Carolina · Pennsylvania
Royal Alliance Associates Inc. Dba Crown Financial Partners
2015 - Present (11 years)
The Pacific Bridge Companies
2014 - Present (12 years)
Sts Wealth Management, Inc
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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