Advisor at Hunter Lewis LLC
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Stephanie Bosserman is a CFA® charterholder with five years of industry experience. She has worked at Hunter Lewis LLC since 2019 and also provides family office investment administration and supervisory services through her privately owned company, Main Pier LLC. Hunter Lewis LLC serves endowed institutions, private clients, and families with investment strategy development, discretionary and non-discretionary portfolio management, and philanthropic and social-impact advising. The firm emphasizes a global, long-term approach focused on risk control, diversification, and cost-conscious investing, and manages a client-only pooled vehicle for emerging and frontier market investments.
Based on Hunter Lewis LLC
Based on Hunter Lewis LLC
Account minimum: $500,000 Minimum fee: Fixed dollar fee client-by-client, not exceeding 0.4% (0.4%) of initial or subsequently contributed investment capital. Fee-only: Fixed dollar fee charged instead of percentage-based fee; fee does not exceed 0.4% of assets under management.
4503 Mount Air Farm
Crozet, VA 22932
Texas · Virginia
Hunter Lewis LLC
2019 - Present (7 years)
Trearne LLC
2017 - Present (9 years)
Main Pier LLC, self owned entity
2012 - Present (14 years)
SELF EMPLOYED
1996 - Present (30 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
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