Steven Digregorio
Steven Digregorio is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 38 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Steven is an Investment Advisor Representative (IAR) of Spire Wealth Management, doing business as Compass Asset Management. He also sells insurance through Spire Insurance Agency.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLC
Spire Securities, LLCBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Mcdonald Investments INC.Broker
M&t Securities, INC.Broker
Key Investments INC.Broker
Prime Capital Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations5 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.