Nicholas Jeffs is a CFA-designated registered investment advisor at Stegner Investment Associates INC, based in Louisville, KY. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 233 clients with $2.4B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Some existing clients pay a different fee than that listed above. This is because they have an older investment advisor agreement with a different fee schedule. SIA also has the ability to negotiate a different fee schedule with our clients based on the complexity of their accounts or for some other reason.
Fee Estimator
Location
233 Breckenridge Lane, Louisville, KY, 40207
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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 →Employment History
Current Registrations
Stegner Investment Associates INC
State Registrations1 state
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