Loyd Stegent is a CFP, PFS-designated registered investment advisor at Stegent Equity Advisors INC., based in Houston, TX, with 27 years of industry experience. Loyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 91 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and generally range from 0.50% to 1.0% per year depending on services and portfolio size. Subject to a minimum quarterly fee of $625.
Fee Estimator
Location
24 Greenway Plaza, Suite 1507, Houston, TX, 77046
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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
Loyd is a Certified Public Accountant (CPA) at Stegent Financial Services, PC since 1996. This activity is not investment-related.
Employment History
Current Registrations
Stegent Equity Advisors 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.
Exams
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