Steven Sansom
Steven Sansom is a registered investment advisor at Steel Grove Capital Advisors, LLC, based in Memphis, TN, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 884 clients with $1.6B 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 |
|---|---|
| Any | 1.00% |
Wealth management fees will not exceed 1.00% annually and are based on factors including the scope and complexity of services, assets managed, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
Steven is a member of Worthington Capital Management, LLC, managing private funds and offering model investment portfolios. He is and/or controls the general partner of the Funds, dedicating about half of his time to this business.
Employment History
Current Registrations
Steel Grove Capital Advisors, LLC
Previous Registrations
G2 Advisors, LLC
Green Square Capital, LLC
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
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