Stephen Collins is a CFA-designated registered investment advisor at Canopus Wealth Management, based in Louisville, KY, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 43 clients with $80M 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 $2.0M | 1.30% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
9900 Corporate Campus Drive, Suite 2100, Louisville, KY, 40223-5010
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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
Canopus Wealth Management
Previous Registrations
Sterling Financial Group, LTD.
State Registrations2 states
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