Richard A. Stebbins CPA, CFP®, CMFC provides investment management services to individuals and trusts. This includes consulting with clients to identify financial problems, tax planning, and investment management. Richard A. Stebbins is a fee-only advisor and does not receive commissions. Trades are placed through Charles Schwab under a limited power of attorney.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$620K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.3M | 0.75% |
| $1.3M+ | 0.50% |
Fixed income only accounts are charged 0.75% per year on the entire balance. Fees may be waived or reduced at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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