Stephen Koda is a registered investment advisor at Advocate Investing Services, based in Woodbine, MD, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 225 clients with $190M 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 $50K | 1.40% |
| $50K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees for existing clients may differ, as detailed in their advisory agreements. Fees may be negotiable based on client needs and circumstances.
Fee Estimator
Location
15949 Frederick Road, Woodbine, MD, 21797
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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 owns Rocket Sports, LLC, a custom apparel printer, dedicating about 10-20% of his time to it. He also works full-time as a Senior Financial Analyst for Universal Tech, developing process flows and UI input for a personal finance application.
Employment History
Current Registrations
Advocate Investing Services
State Registrations2 states
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