Stephen Dubarry
Stephen Dubarry is a CFA-designated registered investment advisor at Stewardship Partners Investment Counsel, INC., based in Olmstead, KY, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 142 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee for both equities and balanced accounts. Lower fees, ranging from 0.50% to 1.00%, may be charged for accounts managed through wrap-fee programs or other referral arrangements. Fees may be negotiable based on account size or other factors.
Fee Estimator
Location
Olmstead, KY
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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 Activities
Stephen is the proprietor of duBarry Fine Books, an online bookselling business, since 2015. He spends minimal time listing, packaging, and shipping books.
Employment History
Current Registrations
Stewardship Partners Investment Counsel, INC.
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.