Stephanie Larson is a registered investment advisor at Winans Investments, based in Novato, CA, with 7 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 276 clients with $310M 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 $500K | 1.46% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.16% |
| $3.0M - $4.0M | 1.08% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.93% |
| $6.0M - $7.0M | 0.86% |
| $7.0M - $8.0M | 0.80% |
| $8.0M - $9.0M | 0.74% |
| $9.0M - $10.0M | 0.69% |
| $10M+ | 0.65% |
Annual fees vary based on the asset allocation mix of the portfolio. Third-party sub-advisory fees can differ from the fees listed above. Custodial fees and expenses are not included. The fees listed are for Growth Investments. Other investment types have lower fees.
Fee Estimator
Location
7250 Redwood Blvd., Suite 300, Novato, CA, 94945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Winans Investments
Previous Registrations
Bay Willow Advisers, LLC
Ameriprise Financial Services, INC.
State Registrations2 states
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