Stegent Equity Advisors, Inc. has been in business since October 1995 and is led by Loyd J. Stegent. Stegent Equity Advisors offers personalized financial planning and investment management services to individuals, high net worth clients, closely held business owners, trusts, estates, charitable institutions, and private foundations. The firm creates financial plans covering income tax strategies, cash flow, retirement planning, education funding, risk management, and compensation planning. For investment management, Stegent Equity Advisors analyzes current portfolios, develops asset allocation models, selects suitable securities and mutual funds, places trades, and monitors investment performance using a long-term buy-and-hold strategy. The firm manages most accounts with the authority to make trades without asking first, while also offering non-discretionary management. Stegent Equity Advisors coordinates financial planning services in conjunction with a related public accounting firm, Stegent Financial Services, PC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and generally range from 0.50% to 1.0% per year depending on services and portfolio size. Subject to a minimum quarterly fee of $625.