Stephen Satterlee
Stephen Satterlee is a registered investment advisor at Live Oak Wealth Management, LLC, based in Covington, LA, with 33 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 450 clients with $57M 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 - $750K | 1.85% |
| $750K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
7020 Hwy 190 Suite A, Covington, LA, 70433
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
Stephen is an Investment Advisory Representative at Live Oak Wealth Management since 2020, dedicating about 10-20% of his time. He also manages several LLCs related to business and commercial building management, and sells fixed insurance products, dedicating minimal time to each.
Employment History
Current Registrations
Live Oak Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Walnut Street Securities, INC.
Live Oak Advisory Group, LLC
Walnut Street Securities, INC.Broker
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.