Allan Stevenson
Allan Stevenson is a registered investment advisor at Virtus Financial Partners, based in Winter Park, FL, with 5 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 675 clients with $150M 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 | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Location
Winter Park, FL
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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 ActivitiesSells Insurance
Allan is an insurance agent selling fixed life, annuity, disability income, health, long-term care, Medicare supplements, and group products, dedicating about a quarter of his time. He also serves as a board member for Innovation Montessori School and owns AJSMZ LLC for tax and accounting purposes.
Employment History
Current Registrations
Virtus Financial Partners
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 states
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