Steven Earhart
Steven Earhart is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in King of Prussia, PA, with 44 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
150 South Warner Road, Suite 120, King of Prussia, PA, 19406
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is involved in insurance brokerage and sales, including owning Devon Financial Partners, LLC, which focuses on insurance sales and planning. He also serves as a Co-GA for National Financial Network, LLC, and is the Chair and a Board Member for the Perkiomen Valley Chamber of Commerce, dedicating about a quarter of his time to the former.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
AXA Advisors, LLC
Manequity, INC.Broker
Karr Barth Financial Planning, INC.
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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