Stephen Mcnaughton is a registered investment advisor at Rede Wealth, LLC, based in Charlottesville, VA, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 224 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rede Wealth charges an annual fee for managing your investments, which typically ranges from 0.30% to 1.25% of the value of your portfolio. Alternatively, you may pay a flat annual fee ranging from $0 to $10,000, depending on the size and composition of your portfolio and the services provided. The fee is calculated each quarter, in advance, based on the value of your investments on the last day of the previous quarter. The fee may be negotiable.
Location
600 Peter Jefferson Parkway, Suite 250, Charlottesville, VA, 22911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a managing director at Leviathan Capital, LLC, a real estate holding family business, spending a few hours per week on business planning and strategy. He is also the CEO of Rede Wealth, providing wealth advisory services, dedicating about a quarter of his time, and an owner involved in sales of art and publishing printed works, spending a few hours per week.
Employment History
Current Registrations
Rede Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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