Stephen Troutman is a CFP-designated registered investment advisor at Troutman Wealth Management, based in Malvern, PA, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 102 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Troutman Wealth Management charges a fee based on the amount of assets in your account, the complexity of your financial plan, and the advisory services needed. This fee ranges from 0.5% to 1.0%. The specific fee will be determined at the time of the advisory agreement. These fees are separate from the expenses charged by the investment companies whose products are used in your portfolio.
Location
101 Lindenwood Drive, Suite 225, Malvern, PA, 19335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns Troutman Fitness, LLC, where he works as a personal trainer, dedicating about 10-20% of his time. He also owns SMKL, Inc., a consulting/marketing company related to his personal training business, spending a few hours per week on it.
Employment History
Current Registrations
Troutman Wealth Management
Previous Registrations
Lion Street Financial, LLCBroker
Fsc Securities CorporationBroker
State Registrations2 states
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