SD
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Stephen Denner
4 Years of Experience
seattle, WA
1 Disclosure
Stephen Denner is a registered investment advisor at Denner Capital Management, based in seattle, WA, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$11.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.95% |
| $200K - $400K | 0.90% |
| $400K - $600K | 0.85% |
| $600K - $800K | 0.80% |
| $800K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.45% |
| $6.0M - $7.0M | 0.42% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.38% |
| $9.0M - $10.0M | 0.36% |
| $10M+ | 0.36% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
seattle, WA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1984Settled
Employment History
Current Registrations
Denner Capital Management
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.