Stephen Holmes
Stephen Holmes is a registered investment advisor at Wright Investors Service INC, based in Highlands Ranch, CO, with 14 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $1.2B 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 $1.0M | 0.35% |
| $1M+ | 0.25% |
Schedule reflects sub-advisory clients billed on an account-by-account basis. Other schedules exist for relationship-based sub-advisory clients and institutional accounts. All fees are negotiable.
Fee Estimator
Location
Highlands Ranch, CO
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 1991Customer Dispute
January 1981Other Business Activities
Stephen is the Director of Business Development for PatientNow, Inc., a medical software development company, since 2013. Stephen dedicates about half of his time to this role, including four hours a day during securities trading hours.
Employment History
Current Registrations
Wright Investors Service INC
Previous Registrations
Green Investment Management INC
Meeder Advisory Services, INC
Meeder Asset Management, INC
State Registrations1 state
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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