Steven Bassetto
Steven Bassetto is a registered investment advisor at Optivise Advisory Services LLC, based in Appleton, WI, with 35 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
5733 W. Grande Market, Suite B, Appleton, WI, 54913
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2018Regulatory
July 2018Other Business ActivitiesSells Insurance
Steven is the President and an insurance agent at SB Financial Group since 2007, selling life insurance and annuities. This takes about half of his time, with some of that time occurring during trading hours.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Sofos Investments, INC.
Redhawk Wealth Advisors, INC.
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Harbour Investments, INC.
Harbour Investments, INC.Broker
Ifmg Securities, INC.Broker
Associated Investment Services, INC.Broker
Essex National Securities, INC.Broker
Invest Financial CorporationBroker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.