Stephen Bossio is a registered investment advisor at Magnum Financial, based in Sonoma, CA, with 19 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 73 clients with $13M 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 | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.20% |
Fees may be negotiable. For 401(k) accounts with monthly direct deposit, fees are waived until the account exceeds $30,000. Third party managed portfolios will process fees monthly or quarterly per Third Party agreement.
Fee Estimator
Location
Sonoma, CA
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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 consults to charter schools in California and owns Magnum Financial. Through Magnum Financial, Stephen sells life, health, and long-term care insurance, dedicating about a quarter of his time to insurance sales.
Employment History
Current Registrations
Magnum Financial
Previous Registrations
Spc
State Registrations1 state
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