Stefanie Crowe is a CFP-designated registered investment advisor at Equita Financial Network, INC., based in Chattanooga, TN, with 14 years of industry experience. Stefanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 434 clients with $390M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Total client fees when using a sub-adviser will not exceed 3% of the portfolio.
Fee Estimator
Contact
Stefanie Crowe
Location
427 E 5th Street, Suite 205, Chattanooga, TN, 37403
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 Activities
Stefanie is the co-founder and general partner of The Jump Fund, an angel capital investment fund focusing on female-led ventures. She began this activity in 2013 and spends minimal time on it, focusing on raising capital, oversight, funding startups, and managing investor relations.
Employment History
Current Registrations
Equita Financial Network, INC.
Previous Registrations
Stone Bridge Asset Management, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.
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.
Exams
More Advisors
- Melissa Cross, CFPUBS Financial Services INC.
- James Graham, CFPM Holdings Securities, INC.
- Kristin Bell, CFASimon Quick Advisors, LLC
- Suzanne Burrell, CFPCapital Square, LLC
- Donald Vanlandingham, PFSGuardian Wealth Management, LLC
- Tague Goodhue, CFAPantheon Investments