AS
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Angela Stonesifer

3 Years of Experience
Eagle, ID
1 DisclosureBroker

Angela Stonesifer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eagle, ID, with 3 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1025 S Bridgeway Place, Suite 200, Eagle, ID, 83616

Get directions

History

Regulatory History (1)
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Criminal
September 1999
Final Disposition
Other Business Activities

Angela is a registered client associate at Bridgeway Wealth Services since March 2022. She dedicates minimal time to this non-investment related support role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 4 yrs
State Registrations1 state
ID
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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