Stephanie Calderas
Stephanie Calderas is a registered investment advisor at Pathfinder Financial Services, based in Wildwood, MO, with 21 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 107 clients with $45M 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 $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Fees are negotiable. When utilizing an independent third-party manager, combined fee schedules apply, but the total annual rate will not exceed 1.50%.
Fee Estimator
Location
Wildwood, MO
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Stephanie is an Enrolled Agent preparing tax returns for clients and a life, health, and disability insurance agent. Stephanie is also a Licensed Real Estate Agent in the State of Missouri.
Employment History
Current Registrations
Pathfinder Financial Services
Previous Registrations
Mrm Group
Royal Alliance Associates, INC.
First Independent Advisory Services, INC.
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
State Registrations4 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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