Stephenson and Company is a registered investment advisor based in San Clemente, California, providing personalized investment management and financial planning services since 1991. The firm offers comprehensive financial planning, modular financial planning, hourly consultations, and ongoing investment management and consulting. Investment strategies focus primarily on strategic asset allocation utilizing diversified model portfolios, mutual funds, exchange-traded funds, individual stocks, and fixed income securities. The firm acts in the best interest of its clients, tailoring advice to individual goals, risk tolerances, and time horizons while operating without commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $11.0M | 0.40% |
| $11M+ | 0.30% |
Fees are negotiable based on complexity, scope, administration level, and family relationships. Some legacy clients maintain different fee schedules.