Stevens Capital Partners
Omaha, Nebraska
5.0
16 Reviews
Stevens Capital Partners, a small investment advisory firm based out of Omaha, NE, is dedicated to providing personalized financial solutions to its clients. With over 220 individual clients and an impressive $207,097,000 in assets under management, the firm has established a strong presence in the financial industry. Focusing on employer 401Ks and individual investments, Stevens Capital Partners has developed extensive expertise in this space. They offer a comprehensive range of services and manage all client assets on a discretionary basis, ensuring a hands-on approach to investment management. The firm's compensation struct...
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Assets Under Mgmt

$207.1M

Investment Professionals

4

Locations

0

% 401K & Individual

35%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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