Stephen High
Stephen High is a PFS-designated registered investment advisor at Insight Strategic Wealth LLC, based in Knoxville, TN, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 194 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISW's fees for investment management are based on a percentage of the value of your portfolio. The exact percentage is negotiable and can vary depending on the amount you invest, the services you need, and other factors. The fee can be as high as 1.25% per year. ISW typically requires a minimum annual fee of $6,000. If ISW uses an independent third-party investment advisor for separate account management, that advisor will charge its own fee.
Location
10107 Sherrill Blvd, Knoxville, TN, 37932
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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 has an independent contractor relationship with Kraft Financial Services, LLC (KFS) since 2002, providing insurance services such as disability income, long-term care, and life insurance. He spends minimal time on KFS activities, primarily consulting with insurance providers and helping clients meet their insurance needs.
Employment History
Current Registrations
Insight Strategic Wealth LLC
Previous Registrations
Kraft Asset Management, LLC
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.