Stephen Bush
Stephen Bush is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Weddington, NC, with 37 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
8536 Foxbridge Drive, Weddington, NC, 28104
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2024Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Stephen is associated with Crown Wealth & Insurance Planning as an insurance agent since 2017. He spends a few hours per week on this activity.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.
Capital Investment Group, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
J.C. Bradford & CO.Broker
Painewebber IncorporatedBroker
State Registrations11 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.