Steven Hubbell
Steven Hubbell is a CFP-designated registered investment advisor at Hubbell Strickland Wealth Management, LLC, based in New Orleans, LA, with 41 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 2 more. Their firm serves 488 clients with $540M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable for portfolios over $2,500,000. Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), HSWM may negotiate a fee rate that differs from the range set forth above which depends on the responsibilities taken by the Firm to manage or simply monitor the assets.
Fee Estimator
Location
1100 Poydras Street, Suite 1150, New Orleans, LA, 70163
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Steven is a sole proprietor involved in fixed insurance sales, including life, long-term care, disability, and annuities, dedicating a few hours per week. He is also a limited partner/owner in SPLH, LLC, with minimal time commitment, and an owner of Hubbell Strickland Wealth Management, LLC, dedicating nearly full-time hours to investment management and financial planning services.
Employment History
Current Registrations
Hubbell Strickland Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Stokes & Hubbell Capital Management, LLC
Cetera Advisor Networks LLC
Stokes & Hubbell Capital Management INC
Cetera Advisor Networks LLCBroker
Dean Witter Reynolds INC.Broker
Sma Equities, INC.Broker
State Registrations20 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.