Stephanie Schlemeyer is a registered investment advisor at Lotusgroup Advisors, based in Denver, CO, with 10 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more. Their firm serves 186 clients with $290M 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 | 1.75% |
| $1.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Schedule reflects Tactical Strategies. Global Rotation, Index, and Private Investment strategies have different rates on the first $1M (1.50%, 1.25%, and 1.75% respectively), dropping to 0.75% thereafter. Fees are negotiable.
Fee Estimator
Location
1005 S. Gaylord Street, Denver, CO, 80209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lotusgroup Advisors
State Registrations4 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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