Advisor at Capstone Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wedowee, AL
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Stephanie Bacak is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Capstone Global Advisors, LLC. She has been with Capstone Global Advisors since 2015 and has prior experience at Packback Inc. Capstone Global Advisors, LLC provides fee-only financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses, offering a nimble trading strategy based on fundamental and cyclical analysis. The firm also manages pension and profit-sharing plans and sponsors its own wrap fee program.
Based on Capstone Global Advisors, LLC
Based on Capstone Global Advisors, LLC
$0 - $500,000: 1.50% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $4,000,000: 0.90% annually $4,000,001+: 0.75% annually
Negotiable hourly fee of $200 per hour for financial planning services.
Account minimum: $350,000 Fee-only: Negotiable hourly fee of $200 per hour for financial planning services. Fee may be waived if plan is implemented with CGA.
Wedowee, AL
Alabama · Georgia
Capstone Global Advisors, LLC
2026 - Present (1 year)
Capstone Global Advisors, LLC
2015 - 2026 (11 years)
Packback Inc.
2009 - 2021 (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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