Jay Steger
Jay Steger is a registered investment advisor at My-Financial-Advocate, based in Indianapolis, IN, with 20 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Advocate Corporation's investment management fees are negotiable and can be asset-based, a flat dollar fee, or a one-time project-based fee. Fees are calculated and charged quarterly. These fees cover advisory services only and are separate from other fees paid to independent money managers, custodians, brokers, and other service providers. The specific fee structure is defined in the Investment Advisory Agreement.
Location
4839 Mallard View Lane, Indianapolis, IN, 46226
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2011Other Business ActivitiesSells Insurance
Jay is the CEO of Access Payroll of America, LLC, a payroll processing company, and spends a few hours per week in that role. He is also the CEO of Access Planning of America, an insurance company, and dedicates a few hours per week to that role as well.
Employment History
Current Registrations
Oneadvocate Financial LLC
My-Financial-Advocate
Previous Registrations
Pathway Financial Group, LLC
Oneamerica Securities, INC.
Securities America Advisors, INC.
State Registrations1 state
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.