St. Johns Investment Management Company, LLC

St. Johns Investment Management Company, LLC is a fee-based SEC-registered investment adviser based in Jacksonville, Florida, established in 2013. The firm's principal owners are David Wall Price, David Andrew Price, and Melanie Moxley Mangers. As of December 31, 2024, the firm manages $342,105,237 in discretionary assets and $386,485 in nondiscretionary assets. SJIM offers portfolio management services tailored to individual client needs, with a focus on equity and fixed-income securities, ETFs, and money market mutual funds. Clients can have advisory accounts managed on a discretionary or non-discretionary basis, with the ability to impose reasonable restrictions on investments. Fees for portfolio management services are based on a percentage of assets under management, with an annual fee ranging from 1.00% for the first $1 million to 0.50% for amounts over $5 million. Clients may also negotiate fixed fees. The firm does not charge performance-based fees. SJIM does not have any reportable disciplinary events and does not engage in soft-dollar arrangements. The firm recommends the use of Charles Schwab & Company, Inc. for brokerage services and participates in the Schwab Advisor Services program. Clients granting discretionary authority for investments can do so in writing, with the ability to impose reasonable limitations. SJIM provides regular account reviews, offers proxy voting services, and has no financial conditions impairing its ability to meet obligations.