Stephen Poplaski
Stephen Poplaski is a CFP, PFS-designated registered investment advisor at Washington Trust Advisors, based in Westerly, RI, 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 845 clients with $2.4B 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 $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee is $7,500. Fees and minimum account size may be negotiable. Accounts where the parent company serves as corporate trustee in equity strategies may range from 0.30% to 1.25%.
Fee Estimator
Location
23 Broad Street 2nd floor, Westerly, RI, 02891
Get directionsHistory
Regulatory History (1)
Regulatory
May 2007Other Business Activities
Stephen is the sole proprietor of a non-investment related accounting firm, providing tax preparation and planning services. He also owns 5% of Trisplit, Inc., a marketplace for data and software, dedicating about 10-25 hours per month to this activity.
Employment History
Current Registrations
Washington Trust Advisors
Previous Registrations
Lighthouse Financial Management, LLC
State Registrations8 states
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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