Stephan Zehner is a CFP-designated registered investment advisor at Atticus Wealth Management, based in Lake Worth, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 429 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atticus Wealth Management charges an annual fee based on a percentage of the total value of your portfolio. The exact percentage is determined on a tiered schedule agreed upon in your agreement, with fees never exceeding 3% per year. Fees are billed in arrears, either daily or quarterly depending on the custodian holding your account. At the firm's discretion, account minimums and fee rates may be reduced based on factors such as expected future earnings, additional future assets, or family account groupings.
Location
Lake Worth, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
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