Stephens Inc. offers tailored investment programs to align with clients' financial goals. They provide various advisory services, including discretionary and non-discretionary wrap programs, retirement advisory platforms, and research advisory services. Stephens focuses on US equity and fixed income securities, mutual funds, and other investments, and may advise on private equity and precious metals. Clients can impose investment restrictions on their accounts.
Fee Structure
Stephens Inc. offers several investment management programs with fees based on a percentage of assets managed. Fees are negotiable and vary from client to client. Fees for some programs are charged quarterly in arrears, while others are charged monthly in advance. Clients may also incur markups or markdowns on fixed income transactions. Some programs may also have performance-based fees.