Stefanie Reel is a CFP-designated registered investment advisor at Liberty Capital, based in Portland, OR, with 25 years of industry experience. Stefanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $84M 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 $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are general guidelines and may be negotiated with your broker. Accounts are subject to a $250 minimum annual fee.
Fee Estimator
Location
1618 SW First Ave., Suite 425, Portland, OR, 97201
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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
Liberty Capital
Liberty Capital Investment Corporation
Liberty Capital Investment CorporationBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
A. G. Edwards & Sons, 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.
Exams
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