Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for managing assets range from 0.25% to 1.25% per year, billed quarterly. Financial planning is offered at $150 per hour or a negotiated fixed fee. Retainer fees for ongoing financial planning activities are also negotiable. The minimum account size is generally $250,000 of investable assets, but exceptions may be made.
Areas of Practice
Advisor Information
Office location
216 Bell Ln, West Monroe, LA, 71291
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is the owner/agent of Alan Stephenson Independent Insurance, selling non-variable insurance since 2013. He also owns and manages several other businesses, including handyman and HVAC services, and is a consultant and chief patient officer/board member for Polygon Health.