Michael Stevens
Michael Stevens is a PFS-designated registered investment advisor at Stevens Group Wealth Coaches, INC. D/b/a Alaska Advisors, based in Anchorage, AK, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
Fees are negotiable. Matson Money charges a 0.50% expense ratio for its mutual funds.
Fee Estimator
Location
327 E Fireweed Lane, Ste 201, Anchorage, AK, 99503
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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
Michael is the owner/president of Stevens Group CPAs, a CPA firm. This activity is not investment-related.
Employment History
Current Registrations
Stevens Group Wealth Coaches, INC. D/b/a Alaska Advisors
State Registrations3 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.