Advisor at Corvus Wealth Advisors LLC
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Firm
Corvus Wealth Advisors LLC
Location
Templeton, CA 93465
Credentials
Series 63, Series 65
Industry experience
14 years
Stephanie Kemp is a financial advisor with Corvus Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Garcia Wealth Management Group for eight years before joining Corvus in 2021. Ms. Kemp volunteers with United Way to teach financial literacy to high school seniors and serves as a mentor with the American Retirement Association’s Thrive Mentor Program. Corvus Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a combination of actively and passively managed funds, tactical allocations, option strategies, and uses both long- and short-term trading, managing approximately $870.6 million across about 325 client relationships.
Based on Corvus Wealth Advisors LLC
Based on Corvus Wealth Advisors LLC
Fixed fees of $2,000 to $5,000 for Financial Guidance Services; $3,000 fixed annual fee for Retirement Plan Consulting Services for plans with assets less than $500,000; $1,500 minimum annually fixed fee for Retirement Plan Consulting Services under Section 3(38) of ERISA.
$0 - $1,000,000: Financial Life Management: 1.00% annually $1,000,000.01 - $3,000,000: Financial Life Management: 0.75% annually $3,000,000.01 - $5,000,000: Financial Life Management: 0.50% annually $5,000,000.01+: Financial Life Management: 0.35% annually $0 - $1,000,000: Investment Management: 0.80% annually $1,000,000.01 - $3,000,000: Investment Management: 0.50% annually $3,000,000.01 - $5,000,000: Investment Management: 0.40% annually $5,000,000.01+: Investment Management: 0.30% annually $0 - $5,000,000: Non-Profit 501(c)(3) Investment Management: 0.50% annually $5,000,000.01+: Non-Profit 501(c)(3) Investment Management: 0.25% annually $0+: Tactical Cash Management Strategy: 0.25% annually $0 - $500,000: Retirement Plan Consulting Services: 0.85% annually $500,000.01 - $1,000,000: Retirement Plan Consulting Services: 0.70% annually $1,000,000.01 - $2,000,000: Retirement Plan Consulting Services: 0.30% annually $2,000,000.01 - $5,000,000: Retirement Plan Consulting Services: 0.20% annually $5,000,000.01 - $10,000,000: Retirement Plan Consulting Services: 0.10% annually $10,000,000.01+: Retirement Plan Consulting Services: 0.05% annually
$250 to $350 per hour for Financial Guidance Services.
Minimum fee: Financial Life Management: $5,000 annually minimum; Investment Management: $4,000 annually minimum; Non-Profit 501(c)(3) Investment Management: $2,500 annually minimum; Tactical Cash Management Strategy: $1,000 annually minimum; Retirement Plan Consulting Services: $3,000 annually minimum Fee-only: Fixed fees ranging from $2,000 to $5,000 for Financial Guidance Services; Hourly fees ranging from $250 to $350 per hour.
615 S. Main Street, Suite A
Templeton, CA 93465
California
Corvus Wealth Advisors LLC
2021 - Present (5 years)
Garcia Wealth Management Group
2013 - 2021 (8 years)
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