Stephanie Tredway
Stephanie Tredway is a registered investment advisor at Flagstone Financial Management, LLC, based in Lincoln, NE, with 17 years of industry experience. Stephanie 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, Insurance Planning, and 3 more. Their firm serves 324 clients with $380M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.40% |
This fee schedule applies to the Strategic Wealth Management Program. The annual investment advisory fee for the Manager Access Select (MAS) program will vary between 0.00% and 1.5%.
Fee Estimator
Location
5801 Hidcote Dr. Ste 100, Lincoln, NE, 68516
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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
Flagstone Financial Management, LLC
Previous Registrations
Executive Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
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.