Stevens Investment Counsel LLC is a registered investment advisory firm based in Nashville, Tennessee, founded in 2026 by Chris Stevens. The firm provides continuous asset management and investment supervision, working with individual clients, high-net-worth individuals, businesses, and charitable organizations. Stevens Investment Counsel builds tailored portfolios using stocks, bonds, mutual funds, and exchange-traded funds, employing both fundamental and technical analysis alongside tactical and strategic asset allocation strategies. In addition to managing investments, the firm provides comprehensive financial planning and consulting covering retirement planning, tax strategies, cash flow, estate planning, insurance, and risk management. Financial planning services are included at no additional cost for clients who use the firm's asset management services. Portfolios are managed on a discretionary basis through accounts held at Charles Schwab. The firm requires an annual minimum fee of $6,250.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.67% |
| $5M+ | 0.67% |
Fees are negotiable. Fees for amounts over $5,000,000 are negotiable. The firm enforces an annual minimum fee of $6,250.