David Stevens is a CFP-designated registered investment advisor at Stevens Capital Partners, based in Omaha, NE, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Athletes & Entertainers, Business Owners, Estate Planning, and 6 more. Their firm serves 582 clients with $600M 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 $375K | Included |
| $375K+ | 1.35% |
For accounts managed directly by Stevens Capital Partners, there is a flat fee of $5,000 for accounts valued at $375,000 or less. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.
Fee Estimator
Contact
David Stevens
Location
15514 Spaulding Plaza, Suite D02, Omaha, NE, 68116
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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
David owns DNS Solutions, LLC and The Brandt, both real estate ventures, dedicating minimal time to each. He also serves on the board of directors for FPA Nebraska and Sankofa, a nonprofit organization.
Employment History
Current Registrations
Stevens Capital Partners
Previous Registrations
Stratos Wealth Advisors LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
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.