Stephen Jenkins
Stephen Jenkins is a CFP-designated registered investment advisor at Strategic Portfolio Solutions, LLC, based in Dallas, TX, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 188 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
17304 Preston Road, Suite 125, Dallas, TX, 75252
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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 the President of Lake Tower Financial Management, where he focuses on insurance and annuity sales, as well as financial planning. He also serves as a board member for Grapevine Ambucs, a charitable service group, dedicating about 10-20% of his time to fundraising and strategic planning.
Employment History
Current Registrations
Strategic Portfolio Solutions, LLC
Previous Registrations
Horter Investment Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Asset Preservation Group INC
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
Asset Preservation Group INC
Sunamerica Securities, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Douglas Scott Securities, INC.Broker
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.