Steven Shepich is a CFA-designated registered investment advisor at Laffer Tengler Investments, INC., based in Royal Oak, MI, with 13 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. Their firm serves 276 clients with $800M 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 $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees for accounts over $20,000,000 are negotiable. Wrap fee program advisory portions generally range from 0.20% to 0.55%.
Fee Estimator
Location
Royal Oak, MI
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Laffer Tengler Investments, INC.
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
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.
Exams
More Advisors
- Anthony Watson, CFA, CFPThrive Retirement Specialists
- Deanna Harless, CFPBernard Wealth Management CORP.
- Michael Mestdagh, CFPGwn Securities INC.
- Randall Hoover, CFPHoover Private Wealth, LLC
- Ashley Scott, CFPPrime Capital Financial
- Steven Privette, CFPLPL Financial LLC