Steven Hadder
Steven Hadder is a registered investment advisor at Independent Financial Group, LLC, based in Yucaipa, CA, with 34 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
Yucaipa, CA
Get directionsHistory
Regulatory History (1)
Financial
February 2019Other Business Activities
Steven is a board member of the Yucaipa Rotary Club and the Yucaipa Men's Golf Club, a committee member for the University of Redlands Hall of Fame, and a tournament director for the Inland Empire Senior Golf Association. These are all volunteer positions and not investment-related.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
A. G. Edwards & Sons, INC.Broker
UBS Painewebber INC.Broker
Spectrum Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations12 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.