Elizabeth Peabody is a registered investment advisor at Stegner Investment Associates INC, based in Louisville, KY, with 31 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 233 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Some existing clients pay a different fee than that listed above. This is because they have an older investment advisor agreement with a different fee schedule. SIA also has the ability to negotiate a different fee schedule with our clients based on the complexity of their accounts or for some other reason.
Fee Estimator
Location
233 Breckenridge Lane, Louisville, KY, 40207
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Regulatory 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 Activities
Elizabeth is a passive member of AMT Holdings LLC, a real estate holding company, since 2001. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Stegner Investment Associates INC
Previous Registrations
Stegner Investment Associates INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.