Stephen Griner is a CFA-designated registered investment advisor at Persium Advisors, LLC, based in Atlanta, GA, with 22 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 157 clients with $460M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
All fees are negotiable at Persium's sole discretion. For accounts over $5,000,000, Persium may move to a flat fee schedule.
Fee Estimator
Location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
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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
Stephen is a partner at Navix Holdings, LLC, and managing partner at Palmares Capital Partners, LLC, an investment firm. He also holds leadership positions with Business Executives for National Security and City Academy of Atlanta, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Persium Advisors, LLC
Previous Registrations
Securian Financial Services, INC.
Metlife Securities INC.
State Registrations4 states
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