Stephen Mantzouris
Stephen Mantzouris is a registered investment advisor at Liberty Wealth Management, LLC, based in Oakland, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
411 30th Street, 2nd Floor, Oakland, CA, 94609
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 ActivitiesSells Insurance
Stephen is a licensed real estate broker in California since 2017, spending minimal time identifying homes for clients and negotiating sales. He is also a licensed insurance agent since 1999, selling life insurance and variable products, primarily fixed index annuities, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Infinity Financial ServicesBroker
Liberty Group, LLCBroker
O'donnell Financial Services, LLC
Liberty Wealth Management, LLC
Liberty Group, LLCBroker
Liberty Group, LLC
Liberty Group, LLCBroker
Atlas Capital Advisors LLC
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Liberty Group, LLCBroker
Aig Financial Advisors, INC.Broker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Alamo Capital
Alamo CapitalBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.