Stephen Meeks
Stephen Meeks is a registered investment advisor at Interlinc Financial Advisors, INC., based in Plano, TX, with 10 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, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Interlinc Financial Advisors does not directly manage investments. Instead, they refer clients to third-party managers like Brookstone Capital Management (BCM). BCM charges a fee based on the amount of assets they manage. Interlinc Financial Advisors receives a portion of this fee for the referral. The fees for Brookstone and Interlinc Financial Advisors are not negotiable.
Brookstone Capital Management (BCM) offers different fee schedules:
Fee Schedule I
- Up to $500,000: 1.50% per year
- $500,000 - $999,999: 1.35% per year
- $1,000,000 and over: 1.15% per year
Fee Schedule II
- Up to $500,000: 1.95% per year
- $500,000 - $999,999: 1.75% per year
- $1,000,000 and over: 1.50% per year
Fee Schedule III
- All Assets: 1.00% per year
Additionally, all accounts will be charged a monthly $8 technology fee.
Location
5068 W Plano Pkwy, 385, Plano, TX, 75093
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 →Other Business ActivitiesSells Insurance
Stephen is the owner and insurance agent at Texas Family Insurance & Retirement Services, Inc., where he focuses on fixed insurance sales. He dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Interlinc Financial Advisors, INC.
Previous Registrations
Brookstone Capital Management LLC
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.