SB
SB
Stephen Berube
27 Years of Experience
Rockville, MD
2 Disclosures
Stephen Berube is a registered investment advisor at Echo Creek Capital, LLC, based in Rockville, MD, with 27 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. Their firm serves 32 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$688K average
Assets Under Management
$22.0M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Performance-based fees (20% of net capital appreciation annually) may be charged instead of management fees for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Rockville, MD
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2013Settled
Customer Dispute
October 2008Settled
Employment History
Current Registrations
Echo Creek Capital, LLC
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
October 1998 - July 2013 · 14 yrs 9 mos
State Registrations2 states
MDVA
Advisor
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
No exam information available for this advisor.