Nicholas Stephens is a CFA-designated registered investment advisor at Edgewood Management LLC, based in Greenwich, CT, with 13 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,351 clients with $36B 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 | 0.75% |
Minimum account size is $5,000,000. Wrap-fee advisory fees range from 0.50% to 0.75% and are not negotiable. Edgewood also offers performance-based fee arrangements.
Fee Estimator
Location
600 Steamboat Road, Suite 103, Greenwich, CT, 06830-7181
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Edgewood Management LLC
State Registrations2 states
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