Stuart Stevens is a registered investment advisor at Capital Cities Investments, based in Middlebury, VT, with 12 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 576 clients with $250M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
Fee Estimator
Location
63 Maple Street, Unit 25, Middlebury, VT, 05753
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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
Capital Cities Investments
State Registrations2 states
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