Stephen Memery is a registered investment advisor at Iconic Wealth Management, based in Alexandria, VA, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 14 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Iconic Wealth Management charges a percentage of your portfolio each year. The rate varies based on the amount you invest.
Investment Management:
- $200,000 – $499,999: 1.50% per year
- $500,000 – $1,000,000: 1.25% per year
- $1,000,000 – $4,999,999: 1.00% per year
- $5,000,000 and Above: 0.80% per year
Derivatives Strategy:
- $1 – $4,999,999: 1.50% per year
- $5,000,000 – $9,999,999: 1.25% per year
- $10,000,000 and Above: 1.15% per year
These fees are negotiable.
Location
600 Cameron St, Alexandria, VA, 22314
Get directionsHistory
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
Iconic Wealth Management
Previous Registrations
Ov Capital
Bay Capital Advisors, LLC
Next Financial Group, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Morgan Stanley
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.