Earl Stevenson
Earl Stevenson is a ChFC-designated registered investment advisor at Chicago Capital Management Advisors, LLC, based in Uniontown, PA, with 44 years of industry experience. Earl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 620 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Rates shown are maximum fees for equity and asset allocation accounts. Fixed income accounts have a separate schedule starting at 1.25% for $100k-$249k and dropping to 0.50% for $5M plus. Fees are negotiable.
Fee Estimator
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.
Exams
More Advisors
- Daniel Sickelsmith, CFPWealth Enhancement Advisory Services, LLC
- Geremy Hoover, CFPJanney Montgomery Scott LLC
- Victor Fiano, CFPWells Fargo Advisors
- Devan White, CFP
- Timothy Brown, CFPJanney Montgomery Scott LLC