Stephen Neumeier is a CFA-designated registered investment advisor at Neumeier Capital Management, INC, based in Concord, MA, with 31 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 21 clients with $25M 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 $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Individual portfolio circumstances may allow NCM to negotiate a fee rate different from the standard schedule.
Fee Estimator
Location
Concord, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the managing member of Neumeier Partners Management, LLC, the general partner of Neumeier Partners Limited Partnership, a private investment fund. He spends approximately 2 hours per day managing the partnership, but investment research time is applied to all discretionary accounts.
Employment History
Current Registrations
Neumeier Capital Management, INC
Previous Registrations
Neumeier Capital Management, INC
State Registrations1 state
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