Stephen Daprile is a CFP-designated registered investment advisor at Gem-Young Wealth Advisors, LLC, based in Canfield, OH, with 7 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 290 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 - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
This fee schedule applies to both the gWealth Select Series and the gWealth Premier Series. For the gWealth Select Series, there is also a third-party manager fee of 0.27% and a technology fee of 0.10%, for a total fee of 1.37% on all assets. Fees are negotiable.
Fee Estimator
Location
3792 Starrs Centre Dr., Canfield, OH, 44406
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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
Gem-Young Wealth Advisors, LLC
State Registrations3 states
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