Stephen Edward Kairies
Investment Adviser Representative at ACCESS FINANCIAL SERVICES, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Balanced/Equity - First $500,000 | 1.00% |
| Balanced/Equity - Next $500,000 | 0.85% |
| Balanced/Equity - Next $1,000,000 | 0.70% |
| Balanced/Equity - Next $1,000,000 | 0.60% |
| Balanced/Equity - Next $2,000,000 | 0.40% |
| Balanced/Equity - Over $5,000,000 | 0.20% |
| Fixed Income - First $500,000 | 0.50% |
| Fixed Income - Next $500,000 | 0.43% |
| Fixed Income - Next $1,000,000 | 0.35% |
| Fixed Income - Next $1,000,000 | 0.30% |
| Fixed Income - Next $2,000,000 | 0.20% |
| Fixed Income - Over $5,000,000 | 0.10% |
Access Financial Services, Inc. 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 August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at ACCESS FINANCIAL SERVICES, INC.
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