Stephen Fedak
Stephen Fedak is a CFP-designated registered investment advisor at Global Financial Private Client, based in Sarasota, FL, with 34 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 141 clients with $670M 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 $5.0M | 2.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable. Minimum account size of $2,000,000 may be reduced or waived at the firm's discretion.
Fee Estimator
Location
6000 Cattleridge Drive, Suite 200, Sarasota, FL, 34232
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is involved in fixed insurance sales, including life insurance and fixed annuities. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Global Financial Private Client
Previous Registrations
J.W. Cole Financial, INC.Broker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
National Planning CorporationBroker
G.F. Investment Services, LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
First Investors CorporationBroker
Chatfield Dean & CO., 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.