Stephen Cromwell
Stephen Cromwell is a registered investment advisor at Cromwell Investment Advisory, LLC, based in College Park, MD, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 46 clients with $3.5M 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 $50K | 2.30% |
| $50K - $100K | 2.20% |
| $100K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
7305 Baltimore Avenue, Suite 307, College Park, MD, 20740-3232
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2014Other Business Activities
Stephen is the owner and sole proprietor of Cromwell & Associates, LLC, providing tax preparation and accounting services since 2007. This activity takes up a full-time commitment.
Employment History
Current Registrations
Cromwell Investment Advisory, LLC
Previous Registrations
Cromwell Investment Advisory, LLC
H.D. Vest Advisory Services, INC
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.