Steven Fenyves
Steven Fenyves is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Boca Raton, FL, with 31 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5255 N Federal Highway, Suite 330, Boca Raton, FL, 33487
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Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Steven volunteers for the Anti-Defamation League and the U.S. Holocaust Memorial Museum. He is also the President/CFP of Valued Wealth Management, Inc. (full-time) and sells fixed and equity indexed annuities and Indexed Universal Life Insurance sales (minimal time).
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Investments by Planners, INC.
Investments by Planners, INC.Broker
Chesley and Dunn, INC.Broker
First Interwest Securities CorporationBroker
State Registrations15 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.