Stephen Musser
Stephen Musser is a CFA-designated registered investment advisor at Legacy Bridge Private Family Offices, based in West Des Moines, IA, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Bridge's fees for investment management are negotiated based on the size and type of the relationship, the complexity of investments, and the services provided. The fees generally represent a maximum of 1% of the assets they manage. Legacy Bridge generally requires clients to pay a minimum fee of $100,000 annually, but will consider accounts that pay less at their discretion. They also offer performance-based fee arrangements for certain clients.
Location
5810 Grand Ave, West Des Moines, IA, 50266
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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
Legacy Bridge Private Family Offices
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Victory Capital Services, INC.Broker
Principal Securities, INC.Broker
Principal Funds Distributor, INC.Broker
Securian Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.