CFP
CFP
Stephen Alexander Beale
8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,583 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
Stephen Alexander Beale
Location
9721 Cogdill Road, Suite 101, Knoxville, TN, 37932
Get directionsHistory
Regulatory History
Clean regulatory record
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
Patriot Investment Management Group INC
August 2017 - Present · 8 yrs 6 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.
Contact
Stephen Alexander Beale