Steven Dabbs
Steven Dabbs is a registered investment advisor at Ltc Wealth Management, LLC, based in Tempe, AZ, with 15 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, High Net Worth, Investment Management, and 2 more. Their firm serves 11 clients with $3.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum total management fee charged to the client by SEI and paid to LTC will not exceed 1.50%. Custodian fees and internal mutual fund expenses are separate from the management fees.
Fee Estimator
Location
Tempe, AZ
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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 the president of B-USA Insurance Services, Inc., a fixed annuity and life insurance brokerage, since 1998, dedicating full-time hours. He also holds managing member positions in several other LLCs and DBAs, some involving insurance sales, but currently spends no time on these ventures.
Employment History
Current Registrations
Ltc Wealth Management, LLC
Previous Registrations
Onpointe Advisory and Financial Services, LLC
Legacy Planning Concepts, LLC
Legacy Planning Concepts, LLC
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.