Stephen Gilchrist
Stephen Gilchrist is a registered investment advisor at Independent Wealth Network, INC., based in Los Angeles, CA, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,365 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Wealth Network (IWN) is compensated with fees based on a percentage of the average daily value of your investments each month. The fees are deducted directly from your account. The exact management fee is negotiated between you and your advisor, but IWN requires a program fee of 0.10% of assets per year and does not allow advisors to charge more than 2.50% of assets per year. For accounts held away at other custodians, the program fee is higher.
Location
Gilchrist Wealth Management, 1901 Avenue of the Stars Suite 200, Los Angeles, CA, 90067
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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
Stephen is a finance board member for Friends of Hancock Park Elementary, a non-profit parent association. He dedicates minimal time to this role, assisting with spending recommendations for the school's assets.
Employment History
Current Registrations
Independent Wealth Network, INC.
Previous Registrations
Gnh Asset Management, INC.
M3 Asset Management, INC.
Morgan Stanley
State Registrations5 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.