Stephen Tanner is a registered investment advisor at Forty North Wealth, based in Glendale, CO, with 8 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 534 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Location
650 South Cherry Street,, Suite 840, Glendale, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the president and employee of SM Tanner Inc, providing tax preparation services, dedicating nearly full-time hours to this role. He also serves as a personal representative for the Wilma Hale Estate, taking about a quarter of his time, and owns and manages two residential rental units through 66th Circle LLC and Xenon St. LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Forty North Wealth
State Registrations1 state
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