Riley Stephenson is a CFA, CFP-designated registered investment advisor at Stephenson and Company, INC., based in San Clemente, CA, with 12 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 236 clients with $310M 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 - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $11.0M | 0.40% |
| $11M+ | 0.30% |
Fees are negotiable depending on individual client circumstances such as complexity, scope, level of administration, and legacy or familial relationships.
Fee Estimator
Location
241 Avenida Del Mar, San Clemente, CA, 92672
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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
Stephenson and Company, INC.
Previous Registrations
Morgan Stanley
State Registrations2 states
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