Stephen Sturkie
Stephen Sturkie is a registered investment advisor at Osaic Wealth, INC., based in Lexington, SC, with 27 years of industry experience. Stephen 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1315 N. Lake Dr., Lexington, SC, 29072
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Stephen operates under several DBAs, including The Sturkie Wealth Management Group, and provides investment advisory services through Stratos Wealth Partners, Ltd. He also sells non-variable insurance products, including fixed annuities, term, universal, whole, LTC, DI, health, and dental insurance, dedicating a significant portion of his time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Edward JonesBroker
First Union Brokerage Services, INC.Broker
State Registrations20 states
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.