CFP
Stephen Alexander Beale
8 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
16 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
1,583 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $300/hr
Portfolio management fees are based on a percentage of assets managed. For financial planning, the hourly rate is $300 for Investment Adviser Representatives or $150 for Clerical Staff. Fixed financial planning fees range from $500 to $3,000. Ongoing comprehensive financial planning ranges from $100 to $500 per month, in addition to an upfront charge based on the hourly rate.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information
Office location
9721 Cogdill Road, Suite 101, Knoxville, TN, 37932
Get directionsContact
Stephen Alexander BealeRegulatory 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
Patriot Investment Management Group INC
August 2017 - Present · 8 yrs 5 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.