Steven Setchfield is a registered investment advisor at Setchfield Asset Management, based in Bradenton, FL, with 33 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, Investment Management, Retirement Planning. Their firm serves 250 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Setchfield Asset Management's fees range from 0.50% to 2.00% annually, based on the value of your portfolio. The specific fee will be outlined in your advisory agreement. Fees are deducted directly from your account at the end of each quarter.
Location
392 Aruba Circle, Unit 101, Bradenton, FL, 34209
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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.
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Steven is an advisor at Setchfield Asset Management, a registered investment advisor, dedicating nearly full-time hours to this role. He is also a director at Setchfield Associates LLC, a holding company or tax/bill payment entity, spending minimal time on this activity.
Employment History
Current Registrations
Setchfield Asset Management
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Setchfield Asset Management
Setchfield Associates
Setchfield Associates
D.E. Frey & Company, INC.Broker
Everen Securities, INC.Broker
R a F Financial CorporationBroker
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.