Stephen Stabile
Stephen Stabile is a registered investment advisor at Flagship Wealth Advisors, LLC., based in Plymouth, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 447 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Wealth Advisors offers investment management services through Advisor Managed Portfolios and Model Portfolios programs.
For Advisor Managed Portfolios, the annual fee is a percentage of your portfolio:
- First $1,000,000 — 1.00%
- Next $1,000,000 to $2,000,000 — 0.80%
- Next $2,000,000 to $5,000,000 — 0.60%
- Next $5,000,000 to $25,000,000 — 0.40%
- Next $25,000,000 — 0.30%
For Model Portfolios, the annual fee is a percentage of your portfolio:
- $0 - $250,000 — 1.75%
- $250,000 - $500,000 — 1.75%
- $500,000 - $750,000 — 1.60%
- $750,000 - $1,250,000 — 1.50%
- $1,250,000 - $2,000,000 — 1.30%
- $2,000,000 - $5,000,000 — 1.10%
- Over $5,000,000 — 0.90%
Fees are negotiable and debited from your account quarterly. If you terminate your account, the fee will be credited back to you on a pro-rata basis.
Location
50 Resnik Road, Plymouth, MA, 02360
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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 ActivitiesSells Insurance
Stephen is a managing member of SMS1 LLC, a financial representative with Joyal Financial Management Group, a statutory agent with Joyal Insurance Agency, and a solicitor for Flagship Wealth Advisors. He also works as an insurance broker with Joyal Capital Mgt., LLC, and is a trustee of an ILIT for his brother.
Employment History
Current Registrations
Flagship Wealth Advisors, LLC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 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.