Stephen Erken
Stephen Erken is a CFP-designated registered investment advisor at Maxele Advisors, LLC, based in Webster Groves, MO, with 26 years of industry experience. Stephen 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, Insurance Planning, and 3 more. Their firm serves 234 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on asset value and services. For accounts overseen but managed by third parties, the fee ranges from 0.25% to 0.75%. Fees are negotiable.
Fee Estimator
Location
20 Allen Avenue, Suite 330, Webster Groves, MO, 63119
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Employment History
Current Registrations
Maxele Advisors, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations2 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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