Stephen Wilbur is a CFP-designated registered investment advisor at Cambient Family Office, LLC, based in Ada, MI, with 1 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 198 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range from 0.50% to 1.50% annually depending on factors such as scope, complexity, and asset level. Non-discretionary supervised assets are billed at 0.15%. Fees are negotiable.
Fee Estimator
Location
4690 E. Fulton Street, Suite 203, Ada, MI, 49301
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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 →Employment History
Current Registrations
Cambient Family Office, LLC
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.
Exams
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