Stephen High
Stephen High is a PFS-designated registered investment advisor at Insight Strategic Wealth LLC, based in Brentwood, TN, with 22 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 263 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally as much as 1.25% of assets under management and are negotiable based on account size, scope of services, and other factors.
Fee Estimator
Location
109 Westpark Drive, Suite 330, Brentwood, TN, 37027
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 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.
Exams
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