Steven Schippel
Steven Schippel is a registered investment advisor at Brookwood Investment Group, based in Columbia Station, OH, with 38 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Columbia Station, OH
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
October 1999Regulatory
August 1999Customer Dispute
May 1999Customer Dispute
January 1998Other Business ActivitiesSells Insurance
Steven is an insurance producer with Brookwood Insurance Group, LLC, selling fixed insurance products since 2022, dedicating about 10-20% of his time. He is also the President/Owner of Schippel Consulting since 2001, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Belpointe Asset Management LLC
Steven L. Schippel Consulting, LLC
Schippel Consulting, INC.
Ids Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
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.