Stacey Alan
Stacey Alan is a registered investment advisor at American Freedom Investments, LLC, based in Wichita, KS, with 6 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $14M 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 $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fees are negotiable in limited circumstances based on the size of the account, investment strategies for the account, and other considerations.
Fee Estimator
Location
Wichita, KS
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 ActivitiesSells Insurance
Stacey is a sole proprietor of Stacey Alan Insurance Sales, selling life insurance, annuities, disability, and long-term care insurance since 2020. This takes about 10-20% of Stacey's time.
Employment History
Current Registrations
American Freedom Investments, LLC
Previous Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Edward Jones
Edward JonesBroker
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.