Stephen Read is a registered investment advisor at H.I.T. Capital, LLC, based in Houston, TX, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 25 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a full-time employee of ConocoPhillips as an engineer. This activity is non-investment related.
Employment History
Current Registrations
H.I.T. Capital, LLC
State Registrations1 state
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