Stephen Arnold
Stephen Arnold is a registered investment advisor at Storehouse Advisory Group, based in Knoxville, TN, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Storehouse Advisory Group's investment advisory fee is negotiable and ranges from 0.5% to 2% annually, based on the size and complexity of the account. The fee is billed quarterly, in arrears, based on the market value of the client's assets under management at the end of the quarter.
Location
Knoxville, TN
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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 ActivitiesSells Insurance
Stephen has various insurance company appointments since 2006, dedicating about 10-15 hours per week to these activities. He sells life, health, disability, fixed annuities, and long-term care insurance products through Maxx Financial, Sunderland Group, and Millenium Marketing Group.
Employment History
Current Registrations
Storehouse Advisory Group
Previous Registrations
Storehouse Advisory Group
Capital Financial Services, INC.
Thrivent Investment Management INC.
State Registrations1 state
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