Stephen Sloan is a registered investment advisor at Arcus Capital Partners, LLC, based in Atlanta, GA, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 467 clients with $2.5B 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
All fees are negotiable at the sole discretion of Arcus Capital Partners.
Fee Estimator
Location
3060 Peachtree Road N.W., Suite 1880, Atlanta, GA, 30305
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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 →Employment History
Current Registrations
Arcus Capital Partners, LLC
Previous Registrations
Credit Suisse Securities (USA) LLC
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.
Exams
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