Stephens Wealth Management Group offers investment advice and financial planning to individuals, qualified plans, businesses, trusts, and estates. They help clients allocate assets based on their investment goals, primarily using stocks, bonds, mutual funds, and exchange-traded funds. They also offer financial planning and consulting services on a separate fee basis. The firm uses various managed programs available through Raymond James & Associates.
Assets Under Management$5.3M
Clients9
Advisors1
Avg. per Client$590K
Avg. per Advisor$5.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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