Stephanie D'ippolito
Stephanie D'ippolito is a CFP-designated registered investment advisor at Clearstead; Clearstead Advisory Solutions, based in Seattle, WA, with 16 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 4,819 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most clients have an annual fee between 0.10% and 1.00%. Fees are negotiable and vary based on portfolio size, complexity, and services provided.
Fee Estimator
Location
999 3rd Ave, Suite 3050, Seattle, WA, 98104
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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 →Employment History
Current Registrations
Clearstead; Clearstead Advisory Solutions
Previous Registrations
The Clarius Group, LLC
Freestone Capital Management, LLC
Bronfman E.L. Rothschild Capital, LLCBroker
Bronfman Rothschild
Baker Tilly Capital, LLCBroker
Baker Tilly Investment Advisors
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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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