EP
EP

Elizabeth Stegner Peabody

31 Years of Experience
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
233 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $6.0M0.60%
$6M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

233 Breckenridge Lane, Louisville, KY, 40207

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History

Regulatory 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.

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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
June 1994 - Present · 31 yrs 8 mos
Previous Registrations
Stegner Investment Associates INC
June 1994 - December 2004 · 10 yrs 6 mos
State Registrations2 states
KYTX
Advisor
Exams
No exam information available for this advisor.