Steven French
Steven French is a registered investment advisor at Harvest Money | Invest Your Faith, based in Cincinnati, OH, with 32 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 5 clients with $3.2M 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 | 0.75% |
| $500K - $1.0M | 0.68% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.53% |
| $2M+ | 0.45% |
Schedule is for Level III - ADVISE. Level IV - PLAN has a different schedule. Fees are negotiable.
Fee Estimator
Location
Cincinnati, OH
Get directionsHistory
Regulatory History (2)
Regulatory
February 2018Regulatory
January 1993Other Business Activities
Steven is a managing member of Harvest Financial Resources LLC, providing accounting, bookkeeping, and tax services since 2010. This takes nearly full-time hours.
Employment History
Current Registrations
Harvest Money | Invest Your Faith
Previous Registrations
Obs Brokerage Services, INC.Broker
Membermap
Great American Advisors, INC.
Great American Advisors, INC.Broker
Dfc Investor Services
Dfc Investor ServicesBroker
Xcu Capital Corporation, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Cuso Financial Services, L.P.Broker
Commonwealth Financial NetworkBroker
Prime Securities CorporationBroker
Mutual Service CorporationBroker
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.