Stephanie Doyle
Stephanie Doyle is a registered investment advisor at Stephanie E. Doyle Investment Management, based in Kingwood, TX, with 13 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 19 clients with $8M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. There is a separate fee schedule for accounts not held directly with the firm (primarily 401(k)s and HSAs): First $1,000,000 - 1.25%, Over $1,000,000 - 1.00%.
Fee Estimator
Location
Kingwood, TX
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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
Stephanie E. Doyle Investment Management
Previous Registrations
Charles Schwab & CO., 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.