Advisor at Lifestyle Asset Management, INC.
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.
Firm
Lifestyle Asset Management, INC.
Location
Friendswood, TX 77546
Credentials
Series 63
Industry experience
37 years
Stephen Fougerousse is a financial advisor with Lifestyle Asset Management, Inc. He holds a Series 63 designation and has 37 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities, among others. He serves as a trustee for multiple family trusts. Lifestyle Asset Management, Inc. advises individual and high-net-worth clients, as well as employee benefit plans and plan fiduciaries. The firm offers personalized portfolio management, financial planning, pension consulting, sub-advisory services, and model-based investment programs with strategies tailored to client objectives and risk tolerances.
Based on Lifestyle Asset Management, INC.
Based on Lifestyle Asset Management, INC.
$0 - $250,000: 1.75% annually $250,001 - $500,000: 1.55% annually $500,001 - $750,000: 1.45% annually $750,001 - $1,000,000: 1.35% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.05% annually $3,000,001 - $4,000,000: 0.95% annually $4,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
Commission-based compensation for securities and insurance products by some representatives
Hourly fee of $175 for financial planning consulting services, negotiable
Account minimum: $50,000 Fee-only: Hourly fee of $175, negotiable depending on scope and complexity
211 West Edgewood, Suite 300
Friendswood, TX 77546
Texas
Cetera ADVISORS LLC
2022 - Present (4 years)
First Allied Advisory Services
2020 - 2020 (1 year)
Lifestyle Asset Management, INC.
2017 - Present (9 years)
First Allied Securities, INC.
2008 - 2022 (14 years)
First Allied Advisory Services, Inc
2008 - 2020 (12 years)
Lifestyle Financial Advisors, Inc.
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
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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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