Stephen Wickleder is a registered investment advisor at Starbord LLC, based in Seattle, WA, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.88% |
Investment advisory fees are negotiable at Starbord LLC's sole discretion.
Fee Estimator
Location
Seattle, WA
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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 →Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent and owner of Wickleder Insurance, LLC, selling fixed insurance products since 2004. He also sells musical instruments, prepares income tax returns, and provides fishing tour services, all outside of market hours.
Employment History
Current Registrations
Starbord LLC
Previous Registrations
Invest Financial Corporation
Intersecurities, INC.
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.