Stephen Mcgoff is a registered investment advisor at Altitude Capital Management LLC, based in St. Louis, MO, with 12 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
St. Louis, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Altitude Capital Management LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Park Avenue Securities LLCBroker
Edward Jones
Edward JonesBroker
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.