Blaise Stevens is a CFP, ChFC-designated registered investment advisor at Strategic Advisory Partners, based in Greensboro, NC, with 17 years of industry experience. Blaise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 285 clients with $120M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are negotiable. For combined household assets below $250,000, there will be a $4 per account charge each month.
Fee Estimator
Location
3819 Lawndale Drive, Greensboro, NC, 27455
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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
Blaise is an Adjunct Instructor at Elon University. This activity requires minimal time during trading hours.
Employment History
Current Registrations
Strategic Advisory Partners
Previous Registrations
Spartan Planning Group
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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