Alan Stephenson is a registered investment advisor at Legacy Wealth Concepts, based in West Monroe, LA, with 27 years of industry experience. Alan 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 151 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Benedict Wealth Management manages investment portfolios for a fee ranging from 0.25% to 1.25% per year, charged quarterly. The minimum account size is generally $250,000.
Location
216 Bell Ln, West Monroe, LA, 71291
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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
Alan is the owner/agent of Alan Stephenson Independent Insurance, selling non-variable insurance since 2013. He also owns and manages several other businesses, including handyman and HVAC services, and is a consultant and chief patient officer/board member for Polygon Health.
Employment History
Current Registrations
Legacy Wealth Concepts
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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.