Stephen Erken
Stephen Erken is a CFP-designated registered investment advisor at Maxele Advisors, LLC, based in Webster Groves, MO, with 25 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 210 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maxele Advisors charges an annual fee based on a percentage of the assets they manage. The fee ranges from 0.50% to 1.50% depending on the amount of assets and the services provided. If Maxele is providing account oversight services to assets held and managed by other firms, the annual fee is 0.25% to 0.75%. These fees are charged quarterly, in advance.
Location
20 Allen Avenue, Suite 330, Webster Groves, MO, 63119
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Regulatory History (1)
Customer Dispute
October 2015Employment History
Current Registrations
Maxele Advisors, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations3 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.