Stephanie Bigwood
Stephanie Bigwood is a CFP, ChFC-designated registered investment advisor at Goldsborough Capital Management, LLC, based in Gaithersburg, MD, with 30 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $9.1M 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 $120K | 6.25% |
| $120K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. There is a minimum asset management fee of $375 per quarter.
Fee Estimator
Location
9711 Washingtonian Blvd, Suite 550, Gaithersburg, MD, 20878-5789
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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
Stephanie is the managing principal and accountant at Goldsborough Tax and Accounting Services, LLC, spending about a quarter of her time preparing tax returns. She also serves as a board member for TowsonTowne Rotary Foundation and works as an independent contractor for SGB Driving Services, each taking about a quarter of her time.
Employment History
Current Registrations
Goldsborough Capital Management, LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lombard Advisers Incorporated
State Registrations1 state
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