Stephen Korn is a CFA-designated registered investment advisor at Fielder Capital Group LLC, based in Nashville, TN, with 6 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 118 clients with $1.1B 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 $5.0M | 0.77% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Some existing clients may be subject to legacy fee schedules. For qualified plans where the client is a participant, the annual fee is 0.49% regardless of the level of assets.
Fee Estimator
Location
1222 Demonbreun Street, Suite 1610, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is a board member at Congregation Micah in Brentwood, TN since 2022, providing informal advice on cash management and approving annual budgets. He spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Fielder Capital Group LLC
State Registrations2 states
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