Isaiah Stegman
Isaiah Stegman is a registered investment advisor at Beacon Capital Management, INC., based in West Des Moines, IA, with 13 years of industry experience. Isaiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13,893 clients with $4.7B 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 $500K | 0.55% |
| $500K - $1000K | 0.35% |
| $1M+ | 0.15% |
Direct account advisory fees are negotiable between Beacon and the custodian, Platform Provider, or Retail Advisor. Custom Portfolio Solutions also adhere to this fee schedule. Average Daily Values of Client accounts under $72,728 will be charged more than 0.55% annually because of the $400.00 minimum annual fee. Fees for model delivery advisory services range from 0.20% to 0.60% per year. Fees for supervisory services are negotiated on a Client-by-Client basis. The overall fee - including any Retail Advisor fee - will be the greater of 1.8% annually or $400 minimum per year.
Fee Estimator
Location
8300 Mills Civic Parkway, West Des Moines, IA, 50583
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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 Activities
Isaiah is the Chair for Equipment at Northwest Soccer Club, responsible for maintaining and distributing club equipment. This activity requires a few hours per week and is not compensated.
Employment History
Current Registrations
Sammons Financial Network, LLCBroker
Beacon Capital Management, INC.
Previous Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
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.