Mitzie Stevens
Mitzie Stevens is a registered investment advisor at Strongtower Wealth Management, Plc, based in Hot Springs, AR, with 18 years of industry experience. Mitzie 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 2 more. Their firm serves 380 clients with $130M 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 | 1.50% |
Fee is based on a percentage of assets not to exceed 1.50% annually, subject to a minimum monthly fee of $200. Fees are negotiable.
Fee Estimator
Location
450 W. Grand Ave, Hot Springs, AR, 71901
Get directionsHistory
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 ActivitiesSells Insurance
Mitzie is a CPA and president of Mitzie Stevens, CPA, Inc. and MSCPA, LLC, handling various accounting functions and using the latter as a taxable entity. She also owns Idlenook Horsecamp, LLC and is an insurance agent selling fixed insurance products, dedicating a few hours per week to each.
Employment History
Current Registrations
Strongtower Wealth Management, Plc
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations2 states
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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