About Stephenson and Company, Inc.
Stephenson and Company, Inc. is a well-respected financial advisory firm that provides expert guidance to individuals and businesses on various financial matters. With a team of experienced professionals, Stephenson and Company, Inc. has built a reputation for being a trusted and reliable financial partner.
How does the advisor help clients – Key Takeaways:
- Offers expert financial advice and guidance to clients
- Assists clients in making informed financial decisions
- Provides customized solutions to fit the unique needs of each client
Facts and Insights
Stephenson and Company, Inc. has been in business for over 20 years, providing financial services to clients across the country. Their team of advisors has a combined experience of over 100 years in the financial industry, making them highly knowledgeable and well-equipped to handle any financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | Over 20 years |
Financial Services Offered
Stephenson and Company, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of the key services provided by the firm include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
Stephenson and Company, Inc. caters to a diverse range of clients, including individuals, families, small businesses, and corporations. Their team of advisors is equipped to handle the unique financial needs of each client and provide tailored solutions to help them achieve their financial goals.
Fees & Compensation
Stephenson and Company, Inc. follows a transparent fee structure and ensures that clients are aware of all costs associated with their services. The firm primarily charges a percentage of assets under management, and their fee structure is competitive with industry standards. They do not have any hidden fees or commissions, and all fees are fully disclosed to clients.
Background
Founded in 1999, Stephenson and Company, Inc. has been dedicated to helping individuals and businesses achieve financial success for over two decades. The firm was founded by John Stephenson, a renowned financial expert with decades of experience in the industry. Under his guidance, the company has grown into a leading financial advisory firm with a stellar reputation in the industry.
Financial Advisor Disclosures to Know
Stephenson and Company, Inc. is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest to clients, along with any disciplinary actions or legal proceedings that may have been taken against the firm or its advisors.
In addition, all of Stephenson and Company, Inc.’s advisors are fiduciaries, meaning they are legally obligated to act in the best interests of their clients at all times. This ensures that clients receive unbiased and ethical financial advice from the firm.
Overall, Stephenson and Company, Inc. is a reputable and trustworthy financial advisor that clients can rely on for expert guidance and support. With their extensive experience, transparent fee structure, and commitment to acting in the best interests of clients, the firm is a top choice for individuals and businesses seeking financial advice.