Stephen Strickland
Stephen Strickland is a registered investment advisor at Stonehenge Private Client Group, LLC, based in Natchez, MS, with 36 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, Retirement Planning. Their firm serves 35 clients with $54M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be negotiable in some circumstances. Accounts may be aggregated in a “household” for purposes of determining the fee breakpoints.
Fee Estimator
Location
Natchez, MS
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2004Customer Dispute
December 2003Customer Dispute
July 1998Other Business ActivitiesSells Insurance
Stephen is a managing member of East Rocking D Ranch, LLC, managing general farm operations, dedicating about a quarter of his time. He is also a licensed insurance agent and serves in multiple capacities with the University of Southern Mississippi Foundation, spending minimal time on the latter.
Employment History
Current Registrations
Stonehenge Private Client Group, LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
PFS Investments INC.Broker
Hartford Equity Sales Company INC.Broker
Salomon Smith Barney INC.Broker
J.C. Bradford & CO.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations4 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.