Stephen Griner is a CFA-designated registered investment advisor at Persium Advisors, LLC, based in Atlanta, GA, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 177 clients with $580M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
Fees are negotiable at the firm's discretion. Accounts with values between $5M and $10M may be charged a flat fee of $40,000; $10M to $20M is $60,000; $20M to $30M is $90,000; $30M to $40M is $120,000; and $40M and above are negotiated.
Fee Estimator
Location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
Get directionsHistory
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 Activities
Stephen is a partner at Navix Holdings, LLC, and managing partner at Palmares Capital Partners, LLC, an investment firm. He also holds leadership positions with Business Executives for National Security and City Academy of Atlanta, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Persium Advisors, LLC
Previous Registrations
Securian Financial Services, INC.
Metlife Securities INC.
State Registrations4 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
More Advisors
- Patrick UngashickPersium Advisors, LLC
- William Bowen, CFPPersium Advisors, LLC
- Michael Murray, CFPPersium Advisors, LLC
- Phillip Nelson, CFAPersium Advisors, LLC
- Cort Haber, CFPXception Family Office
- Floyd Green, CFAFloyd Green Financial Services, INC.