Stephen Powers
Stephen Powers is a CFA, CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Minneapolis, MN, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,010 clients with $13B 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 | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418
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
Stephen owns rental property in Linville, NC, charging $150 per night when rented. He spends minimal time on maintenance.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Previous Registrations
Aegon Asset Management US
Foreside Fund Services, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Incapital Insurance Services, LLCBroker
Incapital LLCBroker
LPL Financial LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Olde Discount CorporationBroker
State Registrations6 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.