Steven Ingram
Steven Ingram is a registered investment advisor at Financial Management Strategies, INC., based in Canton, OH, with 39 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,895 clients with $710M 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 $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable based on factors such as portfolio complexity, total assets, and anticipated future deposits. Household accounts are grouped together for fee calculation purposes.
Fee Estimator
Location
4117 Whipple Ave NW, Suite B, Canton, OH, 44718
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2010Regulatory
September 2001Other Business ActivitiesSells Insurance
Steven is an investment advisor representative at Financial Management Strategies, Inc., dedicating full-time hours to offering advisory products and asset management. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Financial Management Strategies, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Xtent Financial Group, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Power Resources Financial Agency, INC.Broker
State Registrations13 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.
Exams
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