Steven Lichtblau
Steven Lichtblau is a ChFC-designated registered investment advisor at Arkadios Wealth Advisors, based in Scottsdale, AZ, with 40 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
9590 E Ironwood Square Dr Unit 101, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Steven is a partner/owner in R.B. Gold & Assoc LTD, an insurance business offering health, life, and disability insurance, as well as business succession planning and financial planning, dedicating about 10-20% of his time. He also has ownership interests in Lichtblau LLC and GLW LLC, and is a board member for Ironwood Association, spending minimal time on these activities.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Capital Analysts, IncorporatedBroker
Hornor, Townsend & Kent, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations18 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.