Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management, as detailed in the fee schedule. Fees are billed quarterly or monthly in arrears. Financial planning and consulting services are offered for a fixed fee, ranging from $2,500 to $75,000, depending on the complexity and scope of the services. The firm may earn commissions as insurance agents, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
333 W. Franklin Street, Tupelo, MS, 38804
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
Stephen is involved in numerous business activities, including owning rental property, Addicus Risk Management LLC (selling insurance products), Metal Gear LLC (firearms), Integrated Services Group Inc (insurance sales), Addicus LLC (business consulting), Integrated Wealth Management (securities), Addicus Advisory LLC (ORIA), Addicus RP LLC (building rental), Addicus Holdings LLC, S & S Solutions Inc., D&S Real Estate Holdings LLC, Rubicon Capital LLC, and Grove Private Capital LLC. Several of these activities are investment-related and involve significant time commitments.