NS
CFP
Nicholas Michael Stebner
14 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
27 advisors
Number of Clients
1,861 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.5B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Above $25,000,000 fees are negotiable. Minimum annual fee of $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$3,000
Financial Plan Fee:$350 - $10,000
Hourly Rate:$50 - $500/hr
Wealth management fees are either fixed, asset-based, or a combination, ranging from $1,000 to $20,000 fixed. AUM fees are tiered (see table). Financial planning/consulting fees range from $350 to $10,000 fixed or $50 to $500 hourly. Institutional investment management has a $7,500 minimum annual fee. Not-for-profit organizations may be eligible for a discount off MCWS’s stated fee schedule.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information
Office location
10050 Innovation Drive Suite 140, Miamisburg, OH, 45342
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Mckinley Carter Wealth Services, INC.
September 2020 - Present · 5 yrs 4 mos
Previous Registrations
Lifeplan Financial Group, INC.
June 2011 - December 2020 · 9 yrs 6 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.