Steven Weber
Steven Weber is a registered investment advisor at Stonebridge Financial Solutions, INC, based in Lone Tree, CO, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 233 clients with $29M 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 $750K | 2.00% |
| $750K - $1.5M | 1.50% |
| $1.5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
9896 Rosemont Avenue, Ste #101, Lone Tree, CO, 80124
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 →Other Business ActivitiesSells Insurance
Steven is engaged in commission-based life insurance sales full-time, also selling fixed life insurance products.
Employment History
Current Registrations
Stonebridge Financial Solutions, INC
Previous Registrations
Stonebridge Financial Solutions, INC
Hornor, Townsend & Kent, INC.
Signator Investors, INC.
Princor Financial Services Corporation
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.