Stephen Spicer
Stephen Spicer is a CFP-designated registered investment advisor at Spicer Capital, based in Fayetteville, AR, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 28 clients with $5.9M 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 | 1.50% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees have been negotiated by Spicer Capital with most of the Institutional Portfolio Managers they utilize.
Fee Estimator
Location
18431 Cantering Way, Fayetteville, AR, 72701
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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 →Other Business ActivitiesSells Insurance
Stephen owns Spicer Capital, LLC, spending about half his time on trading activities. He is also an agent with Symmetry Financial, LLC, dedicating a few hours per week, and owns rental properties through Spicer Properties, LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Spicer Capital
Previous Registrations
Spicer Capital
Api Financial Advisors, LLC
Spicer Capital, LLC
Northwestern Mutual Investment Services,llc
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.