Financial Planning Office of Stephen Overstreet, P.A.
Fee-Only (% of Portfolio)Fixed/Hourly
The Financial Planning Office of Stephen Overstreet provides financial planning, investment advisory, and hourly/fixed fee services to individuals and families. Stephen Overstreet prefers portfolios of at least $400,000 for investment advisory services. The firm develops portfolios using low-cost active and passively managed mutual funds in a well-diversified portfolio. They are long-term, buy-and-hold investors.
Assets Under Management$39M
Clients15
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.40% |
The annual fee is the larger of $2,500 (minimum annual fee) or 0.6% of assets up to $500,000. For assets greater than $500,000, the fee is $3,000 plus 0.4% of assets exceeding $500,000. For those with assets less than $400,000, reduced reporting frequency and lower fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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