Stefan Grater is a CFA-designated registered investment advisor at Eldred Rock Partners, LLC, based in San Antonio, TX, with 21 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $490M 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 | 0.35% |
Fees are negotiable. Model provider services are offered at 0.25% annually.
Fee Estimator
Location
7330 San Pedro Ave, Suite 505, San Antonio, TX, 78216
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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
Eldred Rock Partners, LLC
Previous Registrations
Avalon Investment & Advisory
Ahern, Triem, Kirk & Grater, LLP
Matterhorn Capital Management, LLC
South Texas Money Management, LTD.
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.