Stephanie Griebel is a CFP-designated registered investment advisor at Davis Wealth Advisors, based in Salem, NH, with 14 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 85 clients with $160M 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 | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
In addition to the investment management fee, there is also a fixed financial planning fee that ranges from $5,000 to $60,000 per year. The minimum annual fee for wealth management services is $12,000, which includes both the investment management and financial planning fees.
Fee Estimator
Contact
Stephanie Griebel
Location
12 Stiles Road, Suite 203, Salem, NH, 03079
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
Davis Wealth Advisors
Previous Registrations
Resolute Financial, LLC
Kpf Global
Artemis Financial Advisors LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Stephanie is a trainedMoneyHarmony coachand when needed, employs techniques to help clients tune-in to the more touchy-feely aspects of their relationship with money. She assisted with the creation of Wealth of Wisdom (WOW), a non-profit organization designed to educate and empower individuals to live their best financial life, and she continues to spread the mission of WOW. You can learn more about WOW atwww.wealthofwisdom.org.