Edward Stephens
Edward Stephens is a CFP-designated registered investment advisor at 1808 Capital Partners, based in Greensboro, NC, with 23 years of industry experience. Edward 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. Their firm serves 272 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and can be up to 2% annually based on assets under management. Different fee schedules may apply depending on client type, strategy, and arrangements.
Fee Estimator
Location
5 Corporate Center Ct, Suite 100, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2025Employment History
Current Registrations
1808 Capital Partners
Previous Registrations
1808 Capital Partners
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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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