Earl Stevenson
Earl Stevenson is a ChFC-designated registered investment advisor at Chicago Capital Management Advisors, LLC, based in Uniontown, PA, with 43 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 560 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.
Location
Uniontown, PA
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
Earl sells insurance products, dedicating minimal time to this activity. He is also an investment advisor representative and prepares taxes, spending about 10-20% of his time on each.
Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
American Trust Investment Services, INC.
American Trust Investment Services, INC.Broker
Previous Registrations
Avellino Financial Advisors, INC.
Forest Securities,inc.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Traderight Securities, INC.
Traderight Securities, INC.Broker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Walnut Street Securities, INC.Broker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.