Stephanie Bacak is a CFP-designated registered investment advisor at Capstone Global Advisors, LLC, based in Wedowee, AL, with 10 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 33 clients with $9.7M 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 $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4M+ | 0.75% |
Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
Wedowee, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capstone Global Advisors, LLC
Previous Registrations
Capstone Global Advisors, LLC
State Registrations2 states
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