Stephen Parkin
Stephen Parkin is a registered investment advisor at S.P. Parkin & CO, based in Chesterfield, MO, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 106 clients with $100M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable up to 2.0% of assets under management. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
16052 Swingley Ridge Rd, Suite 105, Chesterfield, MO, 63017
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
Stephen is licensed to sell insurance through S. P. Parkin & Co., a Missouri licensed insurance agency. He dedicates minimal time to these insurance activities, which are solely for the benefit of clients.
Employment History
Current Registrations
S.P. Parkin & CO
State Registrations1 state
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.