Stevenson Advisors provides investment management services to individuals and a private investment fund. For individual clients, Stevenson Advisors creates a personalized investment plan based on their goals, risk tolerance, and time horizon. Stevenson Advisors manages investments in equities, bonds, ETFs, and REITs, and may use options and futures. Clients can choose between an Absolute Return portfolio (long and short positions) or a Long-Only portfolio.
Assets Under Management$14M
Clients6
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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