Stephen Swenson is a registered investment advisor at Wychick Investment Advisors, INC., based in Bend, OR, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 104 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
Bend, OR
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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 Activities
Stephen is a 1099 contractor to Wychick Investment Advisors, Inc. as a member of Stein Swenson Investment Advisors, LLC. This activity takes nearly all of Stephen's time.
Employment History
Current Registrations
Wychick Investment Advisors, INC.
Previous Registrations
D.A. Davidson & CO.
State Registrations1 state
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