Brian Stephenson
Brian Stephenson is a registered investment advisor at Holos Integrated Wealth, based in Kennett Square, PA, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 225 clients with $230M 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 - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Advisory Fees are negotiable, and not all clients will be charged the same fee or according to the same fee schedule.
Fee Estimator
Location
224 East Street Rd., Office B2Ab, Kennett Square, PA, 19348
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Brian is affiliated with BKA Private Wealth Consultants and Raffa Financial Services, Inc. for insurance-related business, though he spends minimal time on these activities. Brian is also a member of Delta Consulting Partners, LLC, a personal services company, but spends minimal time on this as well.
Employment History
Current Registrations
Holos Integrated Wealth
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Triad Hybrid Solutions, LLC
Triad Advisors LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
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.