Stephen Korving
Stephen Korving is a CFP-designated registered investment advisor at Courage Korving Miller Partners, LLC, based in Suffolk, VA, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for clients with over $5,000,000 in assets under management.
Fee Estimator
Location
1510 Breezeport Way, Suite 800, Suffolk, VA, 23435-3758
Get directionsHistory
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 →Employment History
Current Registrations
Courage Korving Miller Partners, LLC
Korving & Company LLC
Previous Registrations
UBS Financial Services INC.
State Registrations2 states
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