Stephen Chastain
Stephen Chastain is a registered investment advisor at Steve Chastain Wealth Management LLC, based in Rogers, AR, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $5M 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 | 1.60% |
The portion of the fee retained by AEWM for advisory services typically ranges up to 0.60% of the Average Account Value but at no time will the client’s total fee for SCWM and AEWM exceed 1.60%. The Firm’s fee may be negotiable solely at the Firm’s discretion.
Fee Estimator
Location
5305 W Village Parkway, Ste. 10, Rogers, AR, 72758
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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
Stephen is a co-owner and insurance agent at Chastain Financial, LLC, selling insurance and annuity products. This activity takes nearly all of Stephen's time.
Employment History
Current Registrations
Steve Chastain Wealth Management LLC
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.