Stephen Adekeye is a CFA, CFP-designated registered investment advisor at Corrales & CO., based in Miami, FL, with 3 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 222 clients with $170M 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 | 1.75% |
| $500K - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1200 Brickell Ave, Suite 220, Miami, FL, 33131
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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 Activities
Stephen is involved in tax preparation, planning, bookkeeping, and forecasting, as well as Center for Fiduciary Excellence (CEFEX) certification and consulting. He does not receive commissions from these activities.
Employment History
Current Registrations
Corrales & CO.
Previous Registrations
Sem Wealth Management
Cope Corrales
Theeli Wealth LLC
Cope Corrales
State Registrations1 state
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