Stephen Adam Clagett
Investment Adviser Representative at XML FINANCIAL GROUP
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $1,000,000 | 0.50% |
| Next $1,000,000 | 0.40% |
| Next $1,000,000 | 0.30% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $5,000,000 | 0.20% |
| Above $20,000,000 | 0.10% |
XML FINANCIAL GROUP Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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