Steven Sundberg is a registered investment advisor at Wood River Consulting, based in Hailey, ID, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 43 clients with $10M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for individuals over $5 million in investable assets and/or based on the nature of the relationship.
Fee Estimator
Location
Hailey, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Steven is the founder of Snake River Venture Partner, a defense tech venture firm, and spends about a quarter of his time on it. He is also an advisor at WYO-VC, a venture capital firm, dedicating a few hours per week to networking and investor introductions.
Employment History
Current Registrations
Wood River Consulting
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
Quasar Distributors, LLCBroker
First Fund Distributors, INC.Broker
Safeco Securities, INC.Broker
Murphey Favre, INC.Broker
Great Western Financial Securities CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
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.