Stephen Miles is a CFP, ChFC-designated registered investment advisor at Addicus Advisory, LLC, based in Tupelo, MS, with 27 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 133 clients with $220M 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 $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Family member accounts living in the same household may be combined to determine breakpoints.
Fee Estimator
Location
333 W. Franklin Street, Tupelo, MS, 38804
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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 involved in numerous business activities, including owning rental property, Addicus Risk Management LLC (selling insurance products), Metal Gear LLC (firearms), Integrated Services Group Inc (insurance sales), Addicus LLC (business consulting), Integrated Wealth Management (securities), Addicus Advisory LLC (ORIA), Addicus RP LLC (building rental), Addicus Holdings LLC, S & S Solutions Inc., D&S Real Estate Holdings LLC, Rubicon Capital LLC, and Grove Private Capital LLC. Several of these activities are investment-related and involve significant time commitments.
Employment History
Current Registrations
Addicus Advisory, LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
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.
Exams
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