Stephan Colglazier is a CFA-designated registered investment advisor at Sharp Financial, based in Fernandina Beach, FL, with 10 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 157 clients with $390M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may vary depending on the nature and complexity of each client’s circumstances, or with the inclusion of financial planning or other services. Fees are negotiable.
Fee Estimator
Location
Fernandina Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sharp Financial
Previous Registrations
Keller Partners, LLC
State Registrations1 state
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