Stephen Bunch is a registered investment advisor at Sagace Wealth Management, based in St. Petersburg, FL, with 11 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 80 clients with $160M 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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees negotiable for amounts over $25,000,001.
Fee Estimator
Location
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702
Get directionsHistory
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 ActivitiesSells Insurance
Stephen is the president of Stephen M Bunch PA, a holding company, and a manager at SBF, LLC, a full-service CPA firm, dedicating nearly full-time hours to the latter. He is also a passive partner in an insurance brokerage business, Bayview Insurance Solutions, LLC.
Employment History
Current Registrations
Sagace Wealth Management
Previous Registrations
Grand Central Investment Group, LLC
State Registrations1 state
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