Chris Stevens is a CFP-designated registered investment advisor at Stevens Investment Counsel LLC, based in Nashville, TN. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.67% |
| $5M+ | 0.67% |
Fees are negotiable. Fees for amounts over $5,000,000 are negotiable. The firm enforces an annual minimum fee of $6,250.
Fee Estimator
Location
501 Union St Ste 545 PMB 162854, Nashville, TN, 37219-1876
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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 →Employment History
Current Registrations
Stevens Investment Counsel LLC
Previous Registrations
Capwealth Advisors, LLC
Capwealth Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 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.
Exams
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