Stephenson and Company is a fee-only registered investment advisor offering investment management and financial planning. Services include comprehensive and modular financial planning, hourly consultations, and retirement plan consulting. Investment advice is tailored to client needs. They offer both discretionary and non-discretionary asset management services.
Assets Under Management$310M
Clients236
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
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 depending on individual client circumstances such as complexity, scope, level of administration, and legacy or familial relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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