Stephen Pomeroy is a registered investment advisor at Rlt Capital, LLC, based in Phoenix, AZ, with 7 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 1 clients with $3.5M 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 | 1.00% |
Fee is for separately managed accounts, paid monthly. Fees may be negotiable. The firm also manages a private investment fund with a 1% annual management fee and performance-based compensation.
Fee Estimator
Location
Phoenix, AZ
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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 principal of Sin Nombre Holdings, LLC, a general holding company involved in buying and selling domain names and collectibles on eBay. He spends a few hours per week on this activity.
Employment History
Current Registrations
Rlt Capital, 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.