Stephen Zielinski is a registered investment advisor at Viagem, LLC, based in St. Louis, MO, with 30 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. Their firm serves 8 clients with $14M 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 | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $30.0M | 0.17% |
| $30M+ | 0.04% |
Fees can be negotiated based on various factors.
Fee Estimator
Location
12444 Powerscourt Drive, Suite 190, St. Louis, MO, 63131
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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 Activities
Stephen is the owner/president of Viagem, LLC, a registered investment advisor, dedicating about half of his time to providing institutional client advice. He also works as an independent contractor for Zielinski Companies and is a voluntary advisory committee member for Independent Security Evaluators, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Viagem, LLC
Previous Registrations
Mclean Securities, LLCBroker
Cost Containment Services, INC.Broker
Ancora Investment Company
Institutional Investors Advisory Company
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.