Stephen Crocker
Stephen Crocker is a registered investment advisor at Advisory Services Network, based in Flowery Branch, GA, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
Flowery Branch, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Advisory Services Network
Morgan Stanley
Morgan StanleyBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Thomas James Associates, INC.Broker
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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