Stephanie West
Stephanie West is a registered investment advisor at Truedge Asset Management LLC, based in Indianapolis, IN, with 9 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $310K 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 | 2.00% |
Maximum advisory fee. Fees are typically negotiable depending on the relationship’s facts and circumstances.
Fee Estimator
Location
9000 Keystone Crossing, 7th Floor, Indianapolis, IN, 46240
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Regulatory History (1)
Financial
September 2016Other Business Activities
Stephanie is a Senior Consultant with Bristal Lane Group, LLC, providing operational and compliance support for the financial services industry. This activity is not investment-related.
Employment History
Current Registrations
Truedge Asset Management LLC
Previous Registrations
Blue Diamond Securities of America LLCBroker
Alpha Beta Gamma Wealth Management
Igm BrokerageBroker
I(x) Securities, LLCBroker
Igm BrokerageBroker
Great Point Capital LLCBroker
David A. Noyes & CompanyBroker
Stifel, Nicolaus & Company, IncorporatedBroker
City Securities CorporationBroker
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.