Stevenson Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,400,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$2,880,000
Client services
Portfolio management
Fee options
1% of assets under management, quarterly, negotiable
10% to 20% incentive allocation on net income for the Fund only
Account minimum: $50,000 for Separately Managed Accounts (may be waived); $1,000,000 for the Fund Fee-only: 1% of assets under management for Separately Managed Accounts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Stevenson Advisors, LLC
627 W Main St
Aspen CO 81611, United States
Number of offices
1
Forms ADV
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