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Stephanie Dearmont

3 Years of Experience
New York, NY

Stephanie Dearmont is a registered investment advisor at Watch Hill Advisors, LLC, based in New York, NY, with 3 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $6.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$788K average
Assets Under Management
$6.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.90%
$6M+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

630 Fifth Ave. Ste 2508, New York, NY, 10011

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Stephanie owns rental property in Westerly, RI, dedicating a few hours per week to it since 2000. She is also a contributing writer for BritishFoodinAmerica.com, spending a few hours per week plus additional time on evenings and weekends since 2009.

Employment History
Current Registrations
Watch Hill Advisors, LLC
February 2023 - Present · 3 yrs 3 mos
State Registrations1 state
NY
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.
Stephanie Dearmont - Financial Advisor | TrueAdvisor