Steven Clott
Steven Clott is a CFP-designated registered investment advisor at Dedicated Investment Advisers LLC, based in Havertown, PA, 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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $4M 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 $25K | 2.00% |
| $25K - $50K | 1.80% |
| $50K - $250K | 1.60% |
| $250K - $500K | 1.43% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.5M | 0.69% |
| $2.5M - $5.0M | 0.57% |
| $5M+ | 0.50% |
Fees may be renegotiable when adding new money to a non-retirement plan, or new rollover money to an existing retirement plan.
Fee Estimator
Location
2024 Darby Road, Havertown, PA, 19083-2305
Get directionsHistory
Regulatory History (1)
Regulatory
February 2023Other Business ActivitiesSells Insurance
Steven is a managing member of Dedicated Insurance Advisers LLC, working there a minimal amount of time as an insurance agent. He is also a CPA and real estate agent, dedicating full-time hours to his CPA work during tax season.
Employment History
Current Registrations
Dedicated Investment Advisers LLC
Previous Registrations
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.