Stuart Stevens
Stuart Stevens is a registered investment advisor at Capital Cities Investments, based in Middlebury, VT, with 13 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 476 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Legacy clients may be subject to different fee schedules.
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.
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 →Employment History
Current Registrations
Capital Cities Investments
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.
Exams
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