Steven Boyer
Steven Boyer is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Lewistown, PA, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
407 Electric Avenue, Lewistown, PA, 17044
Get directionsHistory
Regulatory History (3)
Regulatory
May 2006Regulatory
April 1995Employment Separation After Allegations
August 1993Other Business ActivitiesSells Insurance
Steven is a sole proprietor of Fiscal Fit Financial Services since 1994, focusing on insurance sales (annuities and life) and securities. He also provides tax preparation services for individuals, dedicating minimal time outside of tax season, when it increases to about 10-20% of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Wealth Watch Advisors, LLC
Gmf Private Wealth Management, LP
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.