Stephen Emanuels
Stephen Emanuels is a CFP, PFS-designated registered investment advisor at Eq Wealth Management, based in Bellevue, WA, with 25 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 472 clients with $720M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may differ based on the size of the relationship, level of services needed, or family accounts. Fees for held-away assets are .575% annually. A back office service provider fee of up to 0.04% may also apply.
Fee Estimator
Location
Bellevue, WA
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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
Stephen is a licensed insurance agent and may receive payment for these services. He also has a 12.5% ownership in Axiom-West LLC, a real estate project development company, dedicating about a quarter of his time prior to launch and a few hours per week after launch.
Employment History
Current Registrations
Eq Wealth Management
Previous Registrations
Capital Planning LLC
Financial Network Investment Corporation
Capital Planning CORP
State Registrations3 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.