Stephanie Ethe
Stephanie Ethe is a registered investment advisor at Your Choice Financial LLC, based in Commack, NY, with 10 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $37M 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 | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable. Clients in Alabama will never be charged a total management fee over 2%.
Fee Estimator
Location
Commack, NY
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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 ActivitiesSells Insurance
Stephanie works as a financial advisor and sells fixed and traditional insurance products through multiple entities. She also owns Quality Life Solutions Inc. for marketing insurance and related products and is a Senior Leader for Robbins Research Inc.
Employment History
Current Registrations
Your Choice Financial LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Gwn Securities INC.Broker
Nylife Securities LLCBroker
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.