Stephen Hepburn
Stephen Hepburn is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fallston, MD, with 15 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2303 Bel Air Rd, Fallston, MD, 21040
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business Activities
Stephen owns real estate, is president of Immaculatta's Ranch LLC (agriculture), and is an advisory representative of a RIA. He also provides estate planning legal services and is president of Cottage Airbnb, dedicating about half of his time to the RIA advisory role.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
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.