Steven Phelps is a CFA, CIC-designated registered investment advisor at Badgley Phelps Wealth Managers, based in Seattle, WA, with 39 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,356 clients with $7.3B 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 $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee schedules and account sizes are negotiable. Fees are computed on the market value of portfolio assets less non-supervised assets.
Fee Estimator
Location
1420 Fifth Avenue, Suite 3200, Seattle, WA, 98101
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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 Activities
Steven serves on the Board of Directors for C.D. Stimson Company, a real estate ownership and development firm. He is a member of the Budget and Audit Committee, with minimal time commitment and no investment management responsibilities.
Employment History
Current Registrations
Badgley Phelps Wealth Managers
Previous Registrations
Badgley Phelps Wealth Managers
State Registrations1 state
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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