Bennett Stein is a CFP-designated registered investment advisor at Stein Financial LLC, based in Miramar Beach, FL, with 7 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Advisory fee is negotiable. Stein Financial may combine account values of family members to determine the applicable advisory fee.
Fee Estimator
Location
495 Grand Boulevard, Suite 206, Miramar Beach, FL, 32550
Get directionsHistory
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
Bennett provides tax planning, preparation, bookkeeping, and business valuation services. This activity is not investment related and takes minimal time.
Employment History
Current Registrations
Stein Financial LLC
Previous Registrations
Arbor Wealth
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.