Stefanie Pickard is a CFP-designated registered investment advisor at Old Growth Financial LLC, based in Portland, OR, with 5 years of industry experience. Stefanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Middle Income, Novice Investors, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.70% |
| $300K - $600K | 0.60% |
| $600K - $1.0M | 0.50% |
| $1M+ | 0.40% |
The above Annualized Asset Based Fee does not include Betterment’s fee which is a maximum of 0.20% (20 basis points). The OGF fee schedule is a tiered calculation, much like tax brackets.
Fee Estimator
Contact
Stefanie Pickard
Location
3759 NE MLK Blvd, Portland, OR, 97212
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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 →Employment History
Current Registrations
Old Growth Financial LLC
Previous Registrations
Johnstone Brokerage Services, LLCBroker
Johnstone Financial Advisors
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.
Exams