| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5 million.
Fairhope, AL
Get directionsStephen has 50% ownership in The Name Stanford Investments LLC, which is used to process earnings from securities business but does not produce any business. He is also an Investment Advisor Rep at The Putney Financial Group, dedicating a few hours per week.