Stephen Chambers
Stephen Chambers is a registered investment advisor at Linch Financial, LLC, based in Southlake, TX, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 51 clients with $41M 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 $250K | 2.99% |
| $250K - $1000K | 2.50% |
| $1.0M - $2.5M | 2.25% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Fees are negotiable. In some cases, Linch Financial may waive the portfolio management fee.
Fee Estimator
Location
Southlake, TX
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2014Other Business ActivitiesSells Insurance
Stephen owns Chambers Financial, holding a life & health license and selling 401(k) plans, annuities, and insurance products, dedicating minimal time. He also co-owns Physicians Network LLC and SBC Benefits LLC, focusing on products/programs for physicians and small business owners respectively, dedicating minimal and about 10-20% of his time respectively.
Employment History
Current Registrations
Linch Financial, LLC
Previous Registrations
Retirement Rescue Advisor's LLC
Retirement Rescue Advisor's LLC
Allegiant Asset Management L.L.C.
Swbc Investment Company
The Masters
Lincoln Financial Advisors Corporation
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.