Stephen Vettorel is a registered investment advisor at Riptide Financial, LLC, based in Oviedo, FL, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for accounts over $10,000,000 are quoted individually. Portfolios under $250,000 may be accepted at the firm's discretion with a maximum fee of 1.75%. Management fees may be discounted.
Fee Estimator
Location
1942 W Cr 419, Suite #1030, Oviedo, FL, 32766
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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 →Employment History
Current Registrations
Riptide Financial, LLC
First Down Financial
Previous Registrations
Brookstone Capital Management LLC
Benchmark Wealth Advisors, LLC
Benchmark Wealth Advisors, LLC
Mercer Global Advisors INC.
Aumenti Capital Management, LLC
Fisher Investments
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.
Exams
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