Stephen Coulter is a CFP-designated registered investment advisor at Titleist Asset Management, LLC, based in Marietta, GA, with 19 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the Chief Strategist at R.C. Whatley & Company, an investment management consulting firm, and spends about a quarter of his time there. He is also the Founder and President of Pinger Systems, a professional networking system, dedicating about a quarter of his time as well.
Employment History
Current Registrations
Titleist Asset Management, LLC
Resilient Wealth
Previous Registrations
Hamilton Investment Counsel, LLC
Guggenheim Investments
Morgan Stanley Smith Barney LLC
Old Mutual Capital
Honorvise Investments, LLC
Neuberger Berman, LLC
State Registrations1 state
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