Steven Stillman
Steven Stillman is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 35 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
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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 the president and an independent insurance agent for various companies through Axius Financial. He also owns 50% of Stillman Properties LLC with his spouse, manages Stillman Properties LLC, works as an advisory rep for CIRA, and is a registered rep for Cambridge Investment Research.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Planmember Securities CorporationBroker
Planmember Securities Corporation
Retirement Income Advisors, LLC
Spectrum Capital, INC.Broker
Spectrum Capital, INC.
Gateway Financial Advisors, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
New England SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.