Stephen Stipe
Stephen Stipe is a registered investment advisor at Wealth Management Solutions, based in Claremore, OK, 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, Retirement Planning. Their firm serves 168 clients with $110M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
This is the fee schedule for discretionary accounts. Non-discretionary accounts have a slightly lower fee schedule: $0 to $500,000: 1.25%, $500,001 to $1,000,000: 1.15%, $1,000,001 or higher: 1.0%. Fees are negotiable and accounts within a household may be grouped together to achieve a lower fee. In certain circumstances, fees may exceed those listed in this schedule, however, they may not exceed 2.0% annually.
Fee Estimator
Location
Claremore, OK
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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 owns Wealth Management Solutions LLC since 2015 and devotes the necessary time to support his advisory clients. He is also insurance licensed to sell health, life, annuity, and long-term care products, and spends a few hours per week on this. Stephen also spends minimal time on Stipe Construction Company.
Employment History
Current Registrations
Wealth Management Solutions
Previous Registrations
Sms Financial & Investment Management
State Registrations3 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.