Steven Stack is a registered investment advisor at Highland Capital Management, LLC, based in Lake Mary, FL, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 957 clients with $3.9B 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 $5.0M | 0.75% |
| $5.0M - $15.0M | 0.38% |
| $15M+ | 0.38% |
Schedule reflects Traditional Equity accounts. Fixed income accounts are 0.375% on first $10M and 0.25% above. Core Plus charges 1.00% plus 10% performance fee. SMID Cap Core Alpha charges 0.75%. All fee rates and minimums are negotiable.
Fee Estimator
Location
1035 Greenwood Blvd, Suite 211, Lake Mary, FL, 32746
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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
Highland Capital Management, LLC
Previous Registrations
Icc Capital Management INC
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.
Exams
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