Steven Hoak
Steven Hoak is a registered investment advisor at Aris Capital Strategies, LLC, based in Angier, NC, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 25 clients with $8M 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 $500K | 0.90% |
| $500K - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Angier, NC
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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 an independent licensed insurance agent and the President of Agent Value Proposition, LLC. He may offer clients advice or products from this activity, which pays a commission and involves a possible conflict of interest.
Employment History
Current Registrations
Aris Capital Strategies, LLC
Previous Registrations
Lifetime Financial, INC.
Tlg Advisors, INC.
Retirement Wealth Advisors, INC.
Horter Investment Management, 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.