Stephen Stahl
Stephen Stahl is a registered investment advisor at Brookside Capital Group LLC, based in Studio City, CA, with 2 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $800K 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Studio City, CA
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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
Stephen is an independent licensed insurance agent and owns several non-investment related LLCs: Stephen Stahl Music LLC, One Leap LLC, and Ai-SPY LLC. He spends about 10-20% of his time on these other business activities.
Employment History
Current Registrations
Brookside Capital Group LLC
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations2 states
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.