Stephen Macintosh
Stephen Macintosh is a registered investment advisor at Argyle Capital Partners, LLC, based in Santa Barbara, CA, 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 Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 177 clients with $190M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at ACP's discretion.
Fee Estimator
Location
319 E. Carrillo, Suite 102, Santa Barbara, CA, 93101
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 a board member of Sustainable Change Alliance Foundation, a non-profit, dedicating minimal time. He is also an authorized agent, president, and owner of ESG Capital Management, Inc., selling life and disability insurance, also dedicating minimal time.
Employment History
Current Registrations
Argyle Capital Partners, LLC
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations2 states
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