Stevens Capital Partners (SCP) manages investment portfolios for individuals, high net-worth individuals, charitable organizations, and businesses. SCP also offers project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. SCP may recommend third-party managers for portfolio management.
Assets Under Management$600M
Clients582
Advisors9
Avg. per Client$1M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $375K | Included |
| $375K+ | 1.35% |
For accounts managed directly by Stevens Capital Partners, there is a flat fee of $5,000 for accounts valued at $375,000 or less. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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