Stephan Zehner is a CFP-designated registered investment advisor at Atticus Wealth Management, based in Palm Beach Gardens, FL, with 9 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 321 clients with $450M 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 - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and the $500,000 account minimum may be reduced or discounted at Atticus Wealth Management's discretion.
Fee Estimator
Location
11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL, 33410
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 →Employment History
Current Registrations
Atticus Wealth Management
Previous Registrations
Castle Wealth Management
State Registrations2 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.