Stephen Perreault
Stephen Perreault is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Crofton, MD, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Crofton, MD
Get directionsHistory
Regulatory History (1)
Criminal
December 1997Other Business ActivitiesSells Insurance
Stephen owns 50% of a rental property in Baltimore, MD since 2008, dedicating minimal time. He is also a VA insurance agent since 2015, offering various types of insurance products and spending a few hours per week on this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
State Registrations11 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.